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Lebenthal Financial Services, Inc. Lebenthal Financial Services, Inc. is a full service independent broker dealer

FOR YOUR RETIREMENT: IRAs, Simple Plans, 401K and 403B, and Non-Qualified Plans

FOR YOU AND YOUR FAMILY: Mutual Funds, Annuities, Individual Securities, Life and Long Term Care Insurance, Wrap and Advisory Accounts, Asset Allocated Portfolios, and College Planning

FOR YOUR EMPLOYEES: Employee Benefit Programs, Retirement Planning Consulting

Artificial intelligence is reshaping the economy, but what does its rapid expansion mean for investors, interest rates, ...
10/08/2026

Artificial intelligence is reshaping the economy, but what does its rapid expansion mean for investors, interest rates, and the broader stock market?

On this episode of The Lebenthal Report, Michael Hartzman is joined by guest co-host Scott Hartzman and Jordan Jackson, Executive Director and Global Market Strategist at J.P. Morgan Asset Management, for a discussion on the forces shaping today's financial markets.

From the massive investment in AI infrastructure to the challenges of inflation, higher interest rates, and global economic uncertainty, Jordan shares his perspective on market resilience, emerging opportunities, and the importance of diversification.

On this episode:

âś” AI investment, data centers, and economic growth
âś” Interest rates, inflation, and the Federal Reserve
âś” Global markets and opportunities beyond U.S. technology stocks
âś” Consumer spending and the K-shaped economy
âś” Market risks, sector performance, and long-term investing

As investors navigate changing economic conditions, the conversation highlights the importance of focusing on fundamentals, maintaining perspective, and staying committed to a long-term financial plan.

🎧 Listen here: https://thelebenthalreport.libsyn.com/the-lebenthal-report-october-6th-2026

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Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, https://brokercheck.finra.org/

🌮 Let’s taco ’bout the most delicious day of the year! Happy National Taco Day! Whether you’re team chicken, steak, fish...
10/06/2026

🌮 Let’s taco ’bout the most delicious day of the year! Happy National Taco Day! Whether you’re team chicken, steak, fish, or veggie—today’s the perfect excuse to indulge in your favorites.

Life changes—and your life insurance needs can change with it.On this episode of The Lebenthal Report, Michael Hartzman ...
10/02/2026

Life changes—and your life insurance needs can change with it.

On this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella are joined by Thomas McKay, CLU®, ChFC®, Director of Advanced Sales at Crump Life Insurance Services, for a conversation about why reviewing an existing life insurance policy can be an important part of your overall financial plan.

From policies purchased decades ago to changing family, retirement and estate-planning needs, Tom explains what policyholders should consider when evaluating whether their current coverage still aligns with their goals.

The conversation explores:

âś” When to review an existing life insurance policy
âś” Why beneficiary designations matter
âś” Life insurance and long-term care options
âś” Term vs. permanent life insurance
âś” Using life insurance in estate and legacy planning
âś” What to consider before replacing an existing policy

Michael and Dominick also discuss the bond market, rising Treasury yields, inflation concerns and the relationship between interest rates and bond values.

🎧 Listen to the latest episode of The Lebenthal Report wherever you get your podcasts.

https://thelebenthalreport.libsyn.com/the-lebenthal-report-september-29th-2026

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Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, https://brokercheck.finra.org/

🗓️ October is Long-Term Planning Month! 🗓️There’s no better time to:✔️ Talk to your family about future goals and needs✔...
10/02/2026

🗓️ October is Long-Term Planning Month! 🗓️

There’s no better time to:

✔️ Talk to your family about future goals and needs
✔️ Start planning early to ensure peace of mind
✔️ Explore your options for senior healthcare and beyond
✔️ Consult a professional to navigate rising senior care costs

Planning ahead is the key to protecting your future and your loved ones. Let’s make this October the start of smarter decisions and secure solutions!

đź’ˇ Start the conversation today. Your future self will thank you.

Last Friday, September 25th, NFL Hall of Famer Willie Roaf paid a visit to our office.Willie began his professional care...
09/29/2026

Last Friday, September 25th, NFL Hall of Famer Willie Roaf paid a visit to our office.

Willie began his professional career with the New Orleans Saints, where he played from 1993–2001, before joining the Kansas City Chiefs from 2002–2005. He was inducted into the Pro Football Hall of Fame in 2012.

During his visit, Willie met with our clients and shared stories and experiences from his remarkable NFL career. He graciously answered questions ranging from specific plays and strategies used on the field to what it was like to work toward earning a place in the Pro Football Hall of Fame.

Everyone at Lebenthal Financial Services, Inc. would like to sincerely thank Willie Roaf for taking the time to visit our office and spend time with our clients. It was a pleasure having him with us!

Wishing all our friends an easy and meaningful fast this year. May this year bring positivity and success to each of you...
09/20/2026

Wishing all our friends an easy and meaningful fast this year. May this year bring positivity and success to each of you.

A great day on the green for a great cause. Lebenthal Financial Services, Inc is proud to support the John Theissen Chil...
09/15/2026

A great day on the green for a great cause. Lebenthal Financial Services, Inc is proud to support the John Theissen Children's Foundation.

Let us celebrate the wisdom, love, and cherished memories our grandparents bring into our lives. Take a moment to show y...
09/13/2026

Let us celebrate the wisdom, love, and cherished memories our grandparents bring into our lives. Take a moment to show your appreciation-- whether through a call, a visit, or sharing your favorite grandparent memories. Let's honor the generations that have shaped us with their enduring love.

Shana Tova to all our friends that celebrate. May this year be filled with blessings, joy, and opportunities for growth.
09/12/2026

Shana Tova to all our friends that celebrate. May this year be filled with blessings, joy, and opportunities for growth.

Africa is home to some of the world’s fastest-growing economies—but what could that mean for global investors and busine...
09/11/2026

Africa is home to some of the world’s fastest-growing economies—but what could that mean for global investors and businesses?

This week on The Lebenthal Report, Michael Hartzman and Dominick Tavella are joined by Witney Schneidman, former Deputy Assistant Secretary of State for African Affairs and author of "This Africa Idea: A Memoir of Discovery, Diplomacy and Opportunity".

Drawing on more than five decades of experience across the continent, Schneidman discusses Africa’s evolving economic landscape, expanding consumer markets, infrastructure development and the role of U.S. investment and trade.

The conversation also explores how changing global relationships, entrepreneurship and a new generation of leadership could shape Africa’s economic future.

Plus, Michael and Dominick discuss the latest market environment, including recent market performance, interest rates and opportunities beyond the largest technology companies.

🎧 Listen to the full episode of The Lebenthal Report on your favorite podcast platform.

https://thelebenthalreport.libsyn.com/the-lebenthal-report-september-8th-2026

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Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, https://brokercheck.finra.org/

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Tuesday 9am - 5pm
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