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 Investing.com.

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

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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 Covid-19...now 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

 

July 16, 2021

In the post-War era, major declines in stock prices are highly correlated with recessions, and stock prices generally bottomed months before the end of recessions. At present, no recession is on the horizon. Read this week's weekly e-newsletter

 

July 9, 2021

With purchasing manager survey data bolstering a bullish outlook and the Federal Reserve revealing a hike in interest rates is still far off, stocks closed at a record high for the third straight week. Read this week's weekly e-newsletter

 

July 4, 2021

The U.S. created 850,000 new jobs in June, considerably more than the 680,000 expected and confirming the labor market recovery from the pandemic is progressing in line with the Federal Reserve’s plan for economic growth. About 95,000 new jobs a month are required to keep up with population growth, so June’s 850,000 was very good news -- the largest gain in 10 months. Watch this week's video

 

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Melville, NY 11747
631.454.2000

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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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