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


September 24, 2021

Fears of a China financial contagion infecting the global economy caused a plunge in the U.S. stock market on Monday, but the Standard & Poor’s 500 stock index recovered and closed with a one-half of 1% weekly gain. Read this week's newsletter


September 19, 2021

There’s a new paradigm in valuing stocks and bonds. With 10-year Treasury bonds currently yielding 1.78%, after inflation, and bonds priced ... Watch this week's video


September 7, 2021

For the first time in 40 years, federal taxes on your income and transfers of your wealth are heading higher. The once-in-a generation turning point in tax policy elevates the importance of the usually droll task of year-end planning in 2021. Watch this week's video


Real Time Economic Calendar provided by

August 28, 2021

In the aftermath of the tragic loss of 13 American soldiers and the heartbreaking coda to a 20-year war in Afghanistan, the American psyche hit a low point, but the terrible truth of investing is that this, too, shall pass Watch this week's video


August 22, 2021

Tax laws and estate planning might bore you to death, but this 90-second tip,ironically, could make a life-changing financial difference to widows, children, disabled and chronically ill individuals Watch this week's video


August 27, 2021

Federal Reserve Chairman Jerome Powell today said the United States has made progress in managing inflation as well as employment, marking the start of a new phase



August 7, 2021

In this era of economic and investment volatility, fortunes are being made. AND LOST! Whether you just won the lottery or earned a huge bonus for performing more procedures than any of your partners last year, here’s important information about what to do next. Watch this week's video


August 14, 2021

The manufacturing purchasing managers index ticked lower in July but is not far off from a record high, while the more important service purchasing management index shot higher to a record high. Read this week's weekly e-newsletter


July 26, 2021

Everyone has their own personal reactions to life’s risks, and financial crisis planning is personal to everyone. As financial professionals, we urge you not to wait for a financial crisis that keeps you awake at night. Watch this week's video


August 6, 2021

The total number of U.S. employees grew by 943,000 in July, a blockbuster number, and the risk of the Covid variant stopping the economic recovery grew less ominous this past week. Read this week's weekly e-newsletter


August 2, 2021

Although some may argue that the coronavirus disease of 2019...commonly referred to as is in our past, the fact is that less than one-half of the world's inhabitants have received even their first vaccination. As stated by one of the leading developers of virus antidotes, keeping this disease (and its variants) under control will continue to be a health need for many years to come. Read this quarter's newsletter


July 31, 2021

The economy grew at a 6.5% annual rate for the quarter ended June 30, according to the Bureau of Economic Analysis release yesterday. It was slightly lower than expected but much stronger than the quarterly rate before the Covid pandemic. Read this week's weekly e-newsletter


July 23, 2021

Positive reports on corporate earnings, housing starts, and the index of leading economic indicators (LEI) drove stocks to close the week at a record high. Read this week's weekly e-newsletter


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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.
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