Encore Value in Small Caps
August 20, 2024
Hosted by Michael Hartzman, CFP and Dominick Tavella
[Download MP3] [itunes] [Bookmark Episode]
Episode Description
In case you missed it... tune into this encore episode of The Lebenthal Report, where Michael Hartzman welcomes Jeremy Javidi, lead portfolio manager for the Columbia Small Cap Value I and II strategies at Columbia Threadneedle Investments. They dive into the world of small-cap stocks, exploring their pivotal role in the American economy, recent market performance, and the impact of trends like AI and reshoring. From dissecting the Russell 2000 index to discussing investment opportunities in cyclical sectors and electric vehicles, this episode is packed with valuable insights. Whether you're considering diving into small-cap investments or curious about the future of sectors like metals and EVs, there's no shortage of exciting possibilities!
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
August 2024
- 8/27/2024: The Lebenthal Report - August 27th, 2024 Listen Now
- 8/20/2024: Encore Value in Small Caps Listen Now
- 8/13/2024: The World View on Investing Listen Now
- 8/6/2024: Encore Required Minimum Distributions Explained Listen Now
July 2024
June 2024
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