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A Better Perspective To The Financial Markets

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Is The Expected Income Tax Hike Going To Affect You?

An income tax hike is widely expected, but the important question is how it would affect your personal situation. Here’s help in understanding and planning for the expected change in tax brackets.

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Latest Financial Economic News For Investors 

Savings, spending and employee compensation - key fundamentals driving U.S. economic growth - were all very strong in July, according to the latest government reports. However, today's announcement showing the economy created 235,000 new jobs last month was a disappointment. 

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2021 Year End Tax Planning: Higher Stakes And More Confusing Than Ever

Year-end tax planning is more important than usual because it occurs concurrently with a turning point in U.S. tax policy. For the first time in 40 years, taxes on income and wealth transfers are headed higher.

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BOND INVESTING

As a full-service broker-dealer with a fixed income securities foundation, we are proud to be a leading bond specialist. Our bond principals guide and educate retail and institutional customers regarding corporate, government, municipal, mortgage-backed securities (MBSs) and brokered CDs.  While there are many avenues to ..

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WEALTH ADVISORY

If you would like a more managed approach to your investment portfolio you may want to consider a wealth management account*. A properly tailored wealth management account has many benefits. One key factor is removing the ..

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TRI-PARTY CLEARING ARRANGEMENTS

Broker-dealers, small to mid-sized banks, and credit unions that operate broker-dealers are feeling the increased cost pressures of new regulations, new technology, enhanced cybersecurity rules..

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“The achievements of an organization are the results of the combined effort of each individual.”

— Vince Lombardi

 

 

 
 
 
 

About Us

Herold & Lantern Investments, Inc. is committed to providing our clients with a personalized experience. Our family-owned business, created through the merger of Bernard Herold & Co. and Lantern Investments, is founded upon four pillars of client experience: dedication, accountability, proactivity and responsibility.
 
We are a wealth management boutique with a national presence that serves individual and broker-dealer clients. We educate and guide our clients to help them achieve their financial goals through a thoughtful process that combines risk management, capital growth and wealth preservation. We leverage smart technology to deploy a comprehensive suite of investment strategies, including our in-depth bond expertise.  
 
Since 1972 Bernard Herold & Co., Inc. has served the financial needs of individual and institutional investors with a personalized relationship building approach. Since 1993 Lantern Investments, Inc. has been an industry-leading bond specialist whose mission is to find value for investors across the country. We are committed to continuing the tradition of these legacy firms while we build a strong new company for the future.
 
Bernard Herold & Co. Inc. launched its advisory firm, Herold Advisors, Inc., forty-five years ago making it one of the longest established investment advisors in the nation.  Lantern launched its advisory firm, Lantern Wealth Advisors, LLC, a decade ago. Both firms continue their dedication to providing superior service to their respective clientele. Herold Advisors, Inc. and Lantern Wealth Advisors, LLC both offer fee-based asset management, wealth management and financial planning services to high net worth individuals and families.*
 
Our institutional team has the distinctive ability to serve other broker-dealers through tri-party clearing relationships. Bernard Herold & Co., Inc. was an industry pioneer in the clear-through business and today Herold and Lantern Investments are industry leaders partnering with 13 broker-dealer clients to provide comprehensive clear-through services.
 
With more than 60 professionals in 12 offices across the country, and with over $3 billion in tri-party and customer assets, Herold & Lantern is the wealth management company of choice for individuals, families and institutions seeking highly personalized service.

Our Four Pillars Of Client Service
Dedication | Accountability | Proactivity | Responsibility

Company Info

35 Pinelawn Rd., Suite 101E
Melville, NY 11747
631.454.2000

805 Third Avenue
18th Floor
New York, New York 10022
212.371.3950

Our Disclosure

Wealth Advisory solutions provided by subsidiaries of Percheron Asset Management Group, Inc.: Herold Advisors Inc. and Lantern Wealth Advisors, LLC., SEC registered investment advisors. Securities offered through Herold & Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.

Bernard Herold & Co., Inc.
Rule 606(a)1 Reporting Public Disclosure

 

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