September 2020
 
Just as government-mandated lockdowns sent the economy into a tailspin in March and April, he lifting of restrictions and the reopening of businesses propelled activity higher in May and June. In fact, the rebound in jobs, spending and other key indicators has been stronger than expected. But that initial growth spurt is in danger of sputtering out, as the ... READ MORE
 

"Enlightenment" - A Lantern Financial Podcast featuring Mr. Keith Lanton, President of Lantern in Melville, New York.

In this episode, Keith follows up on last week's podcast on critical habits with a more in depth look at sleep. He references a book he has read entitled "Why We Sleep: Unlocking the Power of Sleep and Dreams" by Matthew Walker, Phd. Keith then comments on the run-away train like performance of the stock market, stocks in the news, Apple & Tesla's recent stock splits, upcoming economic events, and provides commentary on a recent article in Barron's about the municipal bond market.

Brad Harris, Director of Fixed Income, joins Keith to provide further commentary and insights into the fixed income markets. We hope you enjoy the show and share it with colleagues and friends.

Press interviews or commentaries, please contact Keith at 631-454-2000

August 24, 2020

"Enlightenment" - A Financial Podcast featuring Mr. Keith Lanton, President of Lantern in Melville, New York. 

Every week Keith enlightens his audience with intuitive insights, personal development, and current market commentary. 

In this episode, Keith shares some insights from a May 28, 2019 article by Mark Mehlberg entitled "3 Science-Backed Daily Habits for a Life of Happiness and Success": 1. Sleep 2. Exercise 3. Prepare for your Moments. He then discusses current market themes, market breadth, and stocks in the news. Brad Harris, Director of Fixed Income, joins Keith for comments on the bond market and relative value.

We hope you enjoy the show and share it with colleagues and friends.

July 31, 2020

This morning, new figures on the economy were splashed across the full width of front pages of newspapers across the country. But if you have been following our weekly updates, the unprecedented plunge was not news. READ

 

July 24, 2020

After the Covid-induced bear market, when the 500 largest stocks lost 34% of their value, share prices recovered swiftly. By late July 2020, America's largest public companies traded at nearly 20 times their previous 12-month reported profits, and suddenly fears grew that a stock bubble was about to burst. READ MORE

 

June 26, 2020

While consumer sentiment survey data released today confirmed the economy is fighting to come back from the epidemic-induced shutdown, stock prices are continuing to swing wildly. READ MORE

 

June 12, 2020

After the disastrous -33.5% economic contraction ends in 16 days, the nation's leading economists expect the U.S. to grow 14.2% in the third quarter, according to the consensus forecast of 60 economists published in The Wall Street Journal today. READ MORE

 

June 6, 2020

 

The Covid-19 epidemic surprised the world again Friday morning, when the Labor Department announced 2.5 million jobs were created in May... READ MORE

 

May 19, 2020

 

Wendy Lanton, Co-Founder and COO of Lantern Investments Inc and its wealth management affiliate, Lantern Wealth Advisors LLC., is interviewed by Melanie Waddell for ThinkAdvisor.com, a web site that provides registered investment advisors and financial advisors with comprehensive coverage of the products, services and trends necessary to guide their clients in making critical wealth, health and life decisions. Ms. Lanton shares her expertise on upcoming regulations: Regulation Best Interest and the customer relationship summary, Form CRS. SEC compliance examinations begin in July. Read insights Ms Lanton shares with ThinkAdvisor.com readers. 

 

June 2020

 

The Covid-19 recession continues to wreak havoc on all sectors of the U.S. economy. After more than six weeks of government-mandated social distancing and shelter-at-home restrictions, the economy is poised to suffer the worst contraction during the second quarter than any time since World War  II. Please read Lantern Investments, Inc Economic And Financial Digest

 

 

May 15, 2020

The Standard & Poor's stock index closed Friday 2.3% lower for the week, and is 24.6% off the epidemic low of March 23. Amid the worst economic crisis in modern history, here's what it means to retirement investors based on a historical perspective and facts about earnings, which ultimately is what drives stock prices. READ MORE

 

May 11, 2020   "Enlightenment" - A Financial Podcast featuring Mr. Keith Lanton, President of Lantern in Melville, New York. Every week Keith enlightens his audience with intuitive insights, personal development, and current market commentary. 

In this episode, Keith talks about "Range" a book by Dave Epstein. And, how generalists are succeeding in a world that increasingly is focused on specialization. He then follows up on recent financial and economic news. Brad Harris, Director of Fixed Income, suggests intermediate positioning in a bond portfolio.

Press interviews, please contact Keith at 631-454-2000

 

(Friday, May 8, 2020, 6 p.m. EST) The unemployment rate surged to 14.7% in April, the U.S. Bureau of Labor Statistics (BLS) said Friday, but the Standard & Poor's 500 stock index nonetheless soared 1.6% and 3.4% for the week. Read our latest e-newsletter

 

May 4, 2020  "Enlightenment" - A Financial Podcast featuring Mr. Keith Lanton, President of Lantern in Melville, New York. Every week Keith enlightens his audience with intuitive insights, personal development, and current market commentary. 

In this episode, Keith discusses the current macro trends and the continuation of the uncertainty in the financial markets. Brad Harris, Director of Fixed Income, brings us up to date on the bond market and if the volatility we have seen these past few weeks is behind us.

Press interviews, please contact Keith at 631-454-2000

 

The U.S. as well as the global economy has descended into the harshest recession since the Great Depression. The descent from positive growth has been more abrupt and unexpected than anyone could have imagined. Read Lantern Investments Inc latest Economic & Financial Digest

 

In this episode of Enlightenment, Keith discusses the big rally in the stcok market the previous week, the move by OPEC and its potential impact in the oil markets, and a book he is reading entitled " The Subtle Art of Not Giving a F*ck" by Mark Manon. Brad Harris, Director of Fixed Income, joins Keith to talk about the volatility in the bond markets, especially the municipal markets. Listen here

 

(April 3, 2020, 7 p.m. EST) - The latest forecasts indicate deaths nationwide from COVID-19 could peak April 15. Precisely when the worst will pass depends on adherence to social distancing, hospital utilization and other variables. Other models say the worst may not come for six or eight weeks. Read More
 

During this record-long expansion, now in its eleventh year, the economy has struggled through seven episodes in which its growth engine has downshifted sharply- to about 1 percent or less for a given quarter. Please read Lantern Investment Inc., latest Economic & Financial Digest

 

January 6, 2020

In this episode of Enlightenment, Keith Lanton discusses goals and reflection heading into 2020. Keith also discusses a white paper by Hartford Funds which discusses networking in charitable organizations or other social events.
 

January 2020

Federal Reserve chair Jay Powell continues to insist that the economy is in a “good place”, which, like the Goldilocks scenario, is neither too hot nor too cold – but just right. At least just right enough to keep the policy levers where they are for a while. After cutting interest rates for the third time this year in October, Powell is sending a strong signal that the rate-cutting cycle will be put on pause for the indefinite future. More specifically, the Fed chief believes that it would take a significant reassessment of the outlook for policymakers to pull the rate trigger again. Read Lantern Investments Economic & Financial Digest
 

November 25, 2019

In this episode of Enlightenment, Keith discusses concepts from "Talking With Strangers", a book by Malcom Gladwell, an examination of our interactions with strangers and why they often go wrong. He then discusses year-end tax ideas, the equity and bond markets and current financial news which may impact the markets.
 

November 18, 2019

In this podcast episode of Enlightenment, Keith discusses year-end tax ideas, an article about speaking effectively and persuasively and current market news. Brad Harris, Director of Fixed Income, joins the discussion about the tax-free municipal bond market.  
 

December 2019

Throughout most of the year, the U.S. economy has withstood a torrent of headwinds, including escalating trade tensions with China, a severe global slowdown, geopolitical turmoil and headline-grabbing political controversy that continues to bedevil the administration. Read Lantern Investments, Inc December Economic And Financial Digest

 

November 11, 2019

In this Veterans Day podcast episode of Enlightenment, Keith discusses Singles Day in China, a shopping holdiay that celebrates people that are single. The number 1 was chosen as it resembers a person who is alone. Keith also talks about  timing and synchronization as discussed in a book by Daniel Pink "When" along with current financial news.

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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Welcome!

Welcome to Herold & Lantern Investments, Inc., and our new web site! We invite you to take a look around.

Bernard Herold & Co., Inc., and Lantern Investments, Inc., both family-owned firms with decades of experience, have merged to become Herold & Lantern Investments, Inc.  What that means to our existing clients is simple: stabilityand opportunity.  Clients keep their account numbers, and the same talented professionals will continue to serve them. Plus, with significantly enhanced and technology driven capabilities, our already excellent level of customer service will be even better. Read more about the merger.

As you navigate the site you will see the scope and range of our services. We hope you will get to know more about the firm, and its leadership. One thing you can be assured of is that we remain committed to responsiveness. Clients can always reach their investment professionals, or either of us, directly.

If you are an investment professional interested in learning more about our firm, our plans for growth, and the opportunities we offer, let us hear from you. Your passion for financial services, and sincere desire to help your clients reach their goals, means that we should talk.

We have many people to thank for helping us reach this new milestone, but our success has, and always will, come from the trust our clients put in us – a trust we strive to earn every day.

 

With sincere appreciation,

 

Keith lanton
President

Larry Herold
Chief Operating Officer