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Lebenthal Financial Services, Inc.

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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

06/03/2026

This week on The Lebenthal Report, we sit down with Julio Bonilla, CFA, Portfolio Manager at Schroders to discuss:

📈 Why fixed income may offer compelling opportunities today
🤖 How AI spending is reshaping the economy and markets
🏦 What investors should expect from inflation, treasury yields, and the Fed

Watch the full conversation and hear where active managers are finding value in today's bond market.

https://www.youtube.com/watch?v=Qh2ivfZx2fI

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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/

06/01/2026

Pride is more than just a celebration; it's a reminder that every individual's story matters and deserves to be heard. It's a call to amplify LGBTQ+ voices, advocate for equal rights, and work towards a world where love knows no bounds. Let your colors shine, embrace diversity, and spread the message of love and acceptance. Together, we can make a difference and build a brighter, more inclusive future for all. Happy Pride Month!

05/29/2026

Why does the market keep climbing when the headlines feel so heavy?

On this week’s episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella unpack one of investors’ biggest questions right now.

📈 Markets continue pushing higher despite geopolitical uncertainty, rising energy prices, and growing concerns around inflation.

Topics covered:

• Why corporate earnings continue supporting markets
• The impact of higher oil prices and interest rates
• Whether AI is replacing jobs—or creating new ones
• Sector winners and laggards in today’s environment
• Why emerging markets and natural resources remain in focus
• What concerns—and excites—the team heading into the second half of the year

Volatility may stay, but opportunity doesn’t disappear.

Listen here:

https://thelebenthalreport.libsyn.com/the-lebenthal-report-may-26th-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://lnkd.in/g7XyAzM

05/27/2026

Can the stock market keep rallying with inflation still hot, oil prices surging, and global tensions rising?

This week on The Lebenthal Report, we sit down with BlackRock's Mark Peterson to break down:

📈 Why markets keep hitting new highs
🤖 How AI is changing global investing
⛽ What oil prices and inflation mean for your portfolio

Plus:

✔ Emerging markets outperforming the U.S.
✔ The truth about “Sell in May”
✔ Why investors may be too emotional right now

Listen now and stay ahead of the market conversation:

https://thelebenthalreport.libsyn.com/the-lebenthal-report-may-12th-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://lnkd.in/g7XyAzM

05/25/2026

Let us remember that Memorial Day is a time to honor the lives lost in service, to comfort their families, and to express our profound gratitude for the sacrifices made. As we gather with loved ones and enjoy the liberties that our heroes fought to protect, let's also reflect on the true meaning of this day. Take a moment to visit a memorial, fly the flag at half-staff, or simply pause for a moment of silence to honor the fallen. May their memory inspire us to strive for unity, peace, and a better world. Let's ensure their legacy lives on by cherishing the freedoms they gave everything for.

05/10/2026

Happy Mother's Day to the incredible women who fill our lives with love, wisdom, and endless support

05/07/2026

What are small business CEOs really thinking as 2026 unfolds?

Jeff Oak of Vistage joins The Lebenthal Report Podcast to discuss:

➡️ CEO confidence trends
➡️ AI & automation in the workforce
➡️ Hiring challenges & talent retention
➡️ Inflation, tariffs & interest rates
➡️ Why small businesses remain resilient

🎙️ A timely conversation on leadership, uncertainty, and the economic outlook for 2026.

▶️ Listen now: https://thelebenthalreport.libsyn.com/the-lebenthal-report-may-5th-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://lnkd.in/g7XyAzM

05/05/2026

Markets are SURGING… but the world feels unstable. 🤔

📈 S&P up nearly 10%
⛽ Gas prices spiking fast
🤖 AI disrupting jobs AND creating new ones

So what’s really going on?

On this episode, Michael Hartzman, CFP, Dominick Tavella and Philip Blancato break down:

• Why markets are ignoring global conflict
• Whether rising oil prices will hit consumers harder
• How AI is reshaping jobs, businesses, and investing

Bottom line: The economy may be stronger than you think—but risks are building.

Listen here:

https://thelebenthalreport.libsyn.com/the-lebenthal-report-april-28th-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/

04/24/2026

Markets are up. Headlines are chaotic. So what actually matters?

🎙️ On the latest episode of The Lebenthal Report Michael Hartzman, Andrew Gilmartin, and U.S. Small Business Administration (SBA) Regional Administrator Matt Coleman break down:

✔️ Why markets are ignoring the noise (for now)
✔️ What Fed leadership changes could mean for rates
✔️ The #1 economic “red line” investors should watch
✔️ How SBA loans quietly power 99% of U.S. businesses

Plus: The surprising truth behind companies like Apple, FedEx & Starbucks—they all started with SBA backing.

If you’re trying to understand where the economy is heading in 2026, this is a must-listen.

🎧 Listen now: https://lnkd.in/g7ajsEuU

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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://lnkd.in/g7XyAzM

04/22/2026

SAVE THE DATE!

Our next Market Update and Client Appreciation Brunch will take place Saturday, May 1, 2027!

Address

500 North Broadway, Suite 238
Jericho, NY
11753

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://www.lebenthalfinancial.com/

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