Encore Trump, Tariffs and Taxes
December 10, 2024
Hosted by Michael Hartzman, CFP and Dominick Tavella
[Download MP3] [itunes] [Bookmark Episode]
Episode Description
This encore episode of The Lebenthal Report, Michael and Dominick analyzed the stock market's performance, highlighting trends in the S&P 500, Dow, Nasdaq, and the strength of smaller companies in the Russell 2000. They discussed the economic implications of tariffs, "America First" policies, and potential changes to tax laws, including estate taxes and capital gains as the 2017 tax law approaches its 2026 sunset. They emphasized understanding the composition of retirement plans and adapting portfolios to navigate the shifting political and economic landscape, while stressing the importance of addressing the national debt and monitoring consumer spending as a key economic indicator. #Finance #Investing #EconomicTrends
The Lebenthal Report
Tuesday at 2 PM Pacific Time on VoiceAmerica Business Channel
The Lebenthal Report is a weekly business show that keeps investors informed about the current market conditions, opportunities and risks in the financial markets as seen by three experienced Wall Street veterans. Along with prominent guests, Dominick Tavella and Michael Hartzman will guide you through the complex world of investing. They break down today’s headlines and stories into common sense, providing you the kind of sound fiduciary advice their clients have received for years.
The Lebenthal Report provides a clear guide to creating and maintaining a low stress plan for financial success and security. The Lebenthal Report will assist you to create the right financial plan that is right for you and keep you on that path with clear and common sense. Tune in every Tuesday at 2 PM Pacific Time on the VoiceAmerica Business Channel. Lebenthal Global Advisors, LLC is a registered investment adviser. 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/.
Michael Hartzman, CFP and Dominick Tavella
As a CERTIFIED FINANCIAL PLANNER (tm) professional, Michael Hartzman assists you with planning for and pursuing your long-term financial objectives. He applies his in-depth knowledge of tax strategies, asset allocation, risk management, retirement and estate planning, and long-term insurance planning. Clients value his welcoming, friendly and practical outlook and appreciate his loyalty and attention to detail. Through his objective financial planning model, he has the freedom to be mindful of client expectations and, as a result, he is trusted with their goals and legacies.
Dominick Tavella is president and CIO of Lebenthal Global Advisors, LLC. Previously, he was the founder and president of Diversified Private Wealth Advisors, an independently owned registered investment advisory firm in the tri-state area for almost three decades. He had driven Diversified’s impressive and steady growth since 1984, making it one of the largest and most respected private wealth management services firms in the region. For more than 35 years, Dominick’s approach and the firm’s core values have remained steadfast through every imaginable economic cycle: “Guide your clients by focusing on long-term goals and diversification, not day-to-day trading.”
Episode Directory
December 2024
- 12/17/2024: The Lebenthal Report - December 17th, 2024 Listen Now
- 12/10/2024: Encore Trump, Tariffs and Taxes Listen Now
- 12/3/2024: Trump, Tariffs and Taxes Listen Now
November 2024
October 2024
Show Links
