August 3, 2022


When the Bureau of Economic Analysis announced on Thursday, July 28th that gross domestic product shrank by nine-tenths of 1% in the second quarter, the economy was teetering on recession, but stocks rose sharply – by 1.2% that day! and another 1.4% the following day! Continue to watch a brief video.


July 25, 2022

The growth potential of the United States economy in the long run looks rather gloomy against the backdrop of modern history. So how could the U.S. stock market still be the world’s best equity investment for the long run? Watch this week's video


July 17, 2022

If a family member or friend is disabled, suffers from a chronic illness, or is a minor child, they are entitled to special break under federal tax laws that can change their lives ... Watch this short video


July 15, 2022

Individuals with estates of about $6 million and up should be planning now for the estate tax hike coming in 2026. With real estate, stocks, and other capitalgain investments appreciating sharply in recent years, planning now for the peak in the estate and gift tax exemption in 2025 is especially important.  View this short video


July 3, 2022

With the economy teetering on the edge of a recession, a lot’s riding on release of the Consumer Price Index on July 13th. The CPI is a measure of inflation and it had been expected to weaken last month but ...Watch This Week's Video


July 1, 2022

Bad news on the economy and stock market seem to be mounting, which may be a good sign. Here’s the bad and good news a long-term investor needs to know. Read this week's Investment Market Update


June 26, 2022

We’ll know if the U.S. is in a recession at 8:30 a.m. on July 28th, when gross domestic product for the second quarter is released. The economy shrunk by -1.5% in the first quarter of 2022 and, if second-quarter GDP shrinks for a second consecutive quarter, we’d officially meet the definition of a recession. Watch this quick, video update!


June 23, 2022

Wendy Lanton, Herold & Lantern Investments Chief Complaince Officer, discusses Finra's new licenses grace period for Registered Representatives with Investment News.  In short, the new rule creates a five-year grace period during which registered reps can maintain their credentials by taking continuing education, even if they’re not actively working in the industry. The prior period was two years. Continue reading


June 19, 2022

The Federal Reserve is still predicting a recession will be averted but the newly released economic data have darkened the forecast. In an ominous sign a recession may be ahead in the next couple of months, the U.S. Index of Leading Economic Indicators ticked down in May by four-tenths of 1%.  Watch this week's video!


May 2022

It's been a rough ride for investors as red ink has spilled profusely so far this year. The losses have been particularly acute in the bond market, which ironically, is usually the refuge for investors seeking safety and stability when conditions get dicey.  READ the May 2022 edition of the Investment Chronicle.


June 14, 2022

A bear market in stocks just began and the newly released inflation figures showed that the Federal Reserve’s plan to slow inflation in May had failed. While the possibility of a recession is getting priced into the stock market, in this period of high uncertainty under way, right now is the best time to plan for the future.  Watch this week's video Series


June 3, 2022

The Federal Reserve hiked rates on May 4 by a half-point. It was the first half-point hike since May 2000. This summer, the Fed plans two more half-point rate hikes, on June 15 and July 27. So this could be a long, hot summer for investors. #economics #investing #wealthmanagement #stocks #bonds #interestrates #federalreserve


May 20, 2022

The headlines are ugly. “Late Rally Lifts Stocks After S&P 500 Skims Bear Market,” according to’s top story after Wall Street closed today.  “Markets End Down for 7th Straight Week, Despite Late Rally,” according to READ MORE

March 25, 2022

In the last few weeks, stock prices corrected by as much as 12.5%. As of today’s close, stock prices are about 5% lower than the January 3rd all-time high. A correction in stock prices may still be under way, as Russia threatens the modern world’s geopolitical framework by invading Ukraine, and the U.S. Federal Reserve just ... READ MORE


March 11, 2022

Advisors are getting a lot of questions from clients about how their portfolios are doing and what has changed since Russia’s invasion of Ukraine. Keith Lanton, President of Herold & Lantern Investments, shares his thoughts with other industry professionals on the matter on a Financial Advisor IQ video broadcast


February 2022

A winter economic soft patch has begun, as spiking Omnicron cases execerbate supply chain and labor markets stress and fuel greater consumer and business caution. Read More of the Investment Chronicle


January 9, 2022

With stocks, real estate, and other capital-gain-assets appreciating sharply for the past three years, it’s more important than ever to rebalance your portfolio. The S&P 500 stock index soared by nearly 27% in 2021! Watch this week’s video!


January 3, 2022

In 2021, the Standard & Poor’s 500 stock index, with dividends reinvested, returned an astonishing 26.9%! Who could have predicted it? Who could have predicted that, despite the second year of a pandemic … Watch This Week's Video Series


December 12, 2021

Commodity prices recently hit a record high while initial unemployment claims plunged, causing Yardeni Research's Boom-Bust Barometer to go parabolic. Shown here since 1966, the boom-bust barometer, went bust when Covid hit the U.S. in Feburary 2020 but in March 2020 when the recovery began, it soared! and it in recent months soared faster and higher than ever before! Watch this Week's Video Series


December 5, 2021

The stock market has been more volatile in recent weeks, amid a rising tide of bad news on inflation, the Omicron variant, and job-creation, but key economic fundamentals are booming, and a hidden treasure of capitalism may slowly be making its way to the surface. Watch This Week's Video Series


November 28, 2021

With the Omicron variant breaking news this week, expect market volatility but also keep in mind that does is not mean the Covid-19 bull market is over. Stocks declined sharply right after Thanksgiving, when news hit of the Omicron virus variant, and the variant’s characteristics – its transmissibility, resistance to vaccines, and treatability -- are likely to be in the headlines this week again, which means even more volatility ... Watch This Week's Video Series


November 12, 2021

Here are 21 crises that occurred since 1957 charted against the performance of the Standard & Poor’s 500 index, a benchmark of the stock market and proxy for measuring the progress and strength of the United States. READ MORE


October 25, 2021

Is the man on the ladder going up or down? The answer depends on your perspective. Some people see the person going down; others see the man going up. Investing is the same kind of thing. How you perceive what’s happening now determines whether you make an investment, whether you think an investment is going up or going down. Watch this week's video


October 22, 2021

Despite the Delta variant, inflation fears, supply chain disruptions, and uncertainty in Washington on spending and tax policies, the economic recovery from the pandemic meltdown remains intact. Read this weeks newsletter


September 27, 2021

Why do we share this chart with you every month? Because the index of U.S. Leading Economic Indicators has plunged before every recession in modern history except for the Covid recession, and a bear market in stocks has been triggered by every recession in modern history except for the crash of 1987. Watch this weeks video


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