February 1, 2023

We cannot give personal investment advice without knowing your personal risk tolerance, but this video may help in developing expectations about how a portfolio generates retirement income and builds enduring family wealth. Watch this weeks video

Contact A Financial Professional

January 5, 2023

Major changes in financial planning for retirement went into effect January 1st that will dramatically affect Americans of all ages and income levels in 2023 and in the years ahead. The changes represent steps by the Government to alleviate the retirement funding crisis many Americans face from growing worse. Watch this week's video

Contact A Financial Professional

December 6, 2022

Despite hiking interest rates six times since March by the nation’s central bankers in their effort to put an end to the vicious cycle of inflation, the U.S. economy in November created more new jobs than it averaged monthly for the last two decades. Watch this week's video

Contact A Financial Professional

November 28, 2022

The U.S. right now is experiencing lackluster growth of just three-tenths of 1%; that’s according to the latest survey of leading economists. Meanwhile, an intricate mathematical model built by economists at the Federal Reserve Bank of Atlanta, indicates the economy is experiencing spectacular growth.  Watch This week's video!

Contact A Financial Professional

November 2022

The alarm bells warning of a recession ring louder with each rate hike by the Federal Reserve. So far this year, there’s been plenty – five since March and still counting. Following the last three jumbo-sized 0.75 percentage point increases, the Fed’s benchmark short-term rate now stands in a range of 3 – 3.25 percent, which is well above the 2.5 percent peak reached during the last tightening cycle, spanning the pre-pandemic 10-year expansion. Read the latest Investment Chronicle

Contact A Financial Professional

October 26, 2022

The Federal Reserve System, the nation’s central bank, has a dual mandate to pursue maximum employment and maintain price stability. These two priorities are currently treated equally, but that was not always the case. Watch this brief video update!

Contact A Financial Professional

October 19, 2022

History will record the post-Covid period we’re living through right now as a painful time in U.S. financial history. Inflation is about as high as it’s been in 40 years, the Standard & Poor’s 500 stock index fell into a bear market on June 13, 2022, and the Federal Reserve has hiked interest rates five times in the last seven months. Watch the Video.

Contact A Financial Professional

October 6, 2022

With stocks in a bear market and the economic outlook shaky, here are some lessons from the last bad bear market. The last bear market in stocks was the 33.9% plunge from February 5th to Match 23rd 2020. However, the Covid bear market and recession was caused by a 100-year economic storm, and it was cut short by an historic government emergency stimulus program; so it is not very instructive in understanding how the current bear market might end. Watch this brief video

Contact A Financial Professional

September 29, 2022

The American economy was hit by a 100-year economic storm in February 2020, when the Covid 19 pandemic caused what economists term a “Sudden-Stop” of the economy, a shock that ignites a chain reaction of events. Watch the weekly video!

Contact A Financial Professional

September 30, 2022

The good news is that the Federal Reserve’s preferred measure of inflation may be bottoming, but the bad news is the American consumer’s purchasing power declined by -4.8% ... #inflation #wealthmanagement #investing #economy

Continue reading at https://conta.cc/3Md6Xus

Contact A Financial Professional

September 23, 2022

As hard as you try not to pay attention when stocks plunge, it can make you nervous -- it can make you rethink your portfolio strategy of staying invested in stocks through bear markets in order to capture the gains historically achieved in bull markets - Watch this brief video

Contact A Financial Professional

September 13, 2022

Since the pandemic, so much has happened; so much has changed in work and in living every day. We’ve been hit by blistering inflation eroding purchasing power and interest rate hikes choking off credit - Watch this weeks video!

Contact A Financial Professional


At the annual economic policy symposium hosted by the Federal Reserve Bank of Kansas City in Jackson Hole, Wyoming, Federal Reserve Chairman Jerome Powell said that the Fed would slow the economy to fight inflation and that it would cause “some pain” in the economy. Watch this brief economic update.

Contact A Financial Professional

August 24, 2022

The extreme financial effects of the COVID-19 pandemic may seem unprecedented. Over the past two years, Americans witnessed a financial crisis in March 2020, the injection of nearly $10 trillion of monetary and fiscal stimulus, and an unanticipated burst of inflation that caught the Federal Reserve off guard.Watch this week's video

Contact A Financial Professional

August 18, 2022

Investment regulators require financial advertisements to state that past performance is not indicative of future results. Ironically, however, investing successfully depends largely on learning lessons from the past. Check out this weeks brief video update

Contact A Financial Professional

August  2022

In real estate, they say that location is everything. In economics,timing is paramount. With prices rising at a pace not seen since the early 1980s, the Federal Reserve admittedly waited too long to start putting on the brakes, believing that the initial stage of the inflationary upsurge last year was transitory and would fade once pandemic-related supply disruptions cleared up. READ H&L's Investment Chronicle

Contact A Financial Professional

August 9, 2022

As a rule of thumb, a recession is defined as two consecutive quarters of negative economic growth. With the release of Bureau of Economic Analysis data showing the economy shrank by nine-tenths of -1% in the second quarter, following ... WATCH THE VIDEO UPDATE

Contact A Financial Professional

August 17, 2022

Technology creates a new revenue stream for advisors in delivering a personalized and customized portfolio management experience

CHATANOOGA, Tenn. (PRWEB) August 17, 2022 -- Future Capital, a FinTech company that connects financial advisors to their clients’ held-away retirement assets, announced today a partnership with New York–based Lantern Wealth Advisors. READ MORE

Contact A Financial Professional

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.

Contact A Financial Professional

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

Contact A Financial Professional

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

Contact A Financial Professional

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

Contact A Financial Professional

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

Contact A Financial Professional

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

Contact A Financial Professional

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!

Contact A Financial Professional

Company Info

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

845 Third Avenue
Suite 1703
New York, New York 10022

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

Herold & Lantern Investments, Inc. Rule 606


This website uses cookies for navigation, content delivery and other functions. By using our website you agree that we can place cookies on your device. I understand