The economy skirted another landmine on February 15 when Congress passed, and President Trump signed, a package of spending bills that funds the government for the rest of the fiscal year ending September 30.

Read Lantern Investments latest newsletter April 2019 

 

Thanks to the government shutdown it will be a while before the data calendar returns to normal. In the meantime, economists, policymakers and investors are flying partially blind. 

Read Lantern Investments latest newsletter March 2019

 

There’s a time-honored adage that Wall Street likes to climb a wall of worry. As the curtain rang down on 2018, that wall kept getting higher, resulting in one of the most tumultuous market environments in years. The question is, will that wall come tumbling down or pose a formidable barrier for the economy to surmount in the coming year?
 
Read Lantern Investments latest newsletter February 2019

 

(January 2019) "Gathering Headwinds"

With the midterm elections behind us, the pollsters can breathe a sigh of relief that the outcome was generally consistent with their predictions, unlike the embarrassing misses in the 2016 election.  

Read Lantern Investments latest newsletter January 2019

 

December 2018  The Federal Reserve, as expected, raised its bellwether policy rate again at its September meeting, bringing it to a range of 2 to 2 1/4 percent. Read Lantern Investments latest newsletter December 2018
 
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The Road Ahead Will Get Bumpier

"With the economy closing in on the best year for growth in more than a decade, household and business spirits are understanably upbeat."

Read Lantern Investments latest newsletter November 2018
 

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As a Silver Sponsor of the MBCNY, Lantern Proudly Demonstrates its Commitment to the Bond Industry

 

Lantern, a wealth management boutique with a national presence, is delighted to announce its Silver Sponsorship of the Municipal Bond Club of New York (“MBCNY”). The MBCNY was established in 1932 with the mission of promoting fellowship and integrity amongst business professionals by “providing an arena for education, charitable giving, and networking events.” 

Lantern Investments, Inc. (Lantern), a full-service retail and institutional broker-dealer is pleased to announce the hiring of industry veteran Dwight A. Pike.

Dwight Pike is an experienced professional with over 35 years of investment experience. He has worked with institutions and individuals to create and manage fixed income and equity portfolios.

Prior to joining Lantern, Dwight was affiliated with Westport Resources Investment Services, Inc. Early in his career, Dwight managed an equity portfolio for Cowen Asset Management and was a founding partner of Unquowa Partners, an institutional brokerage firm.

We are excited that Dwight has chosen to join the Lantern team, stated Keith Lanton. We look forward to leveraging his knowledge and experience to enhance the Lantern Wealth platform.

Dwight earned his Chartered Financial Analyst designation in 1983. He obtained a B.A. degree in economics from the College of Wooster and an MBA® from the University of Connecticut.

About Lantern Investments, Inc.

Founded in 1993, Lantern Investments, Inc. is a full-service retail and institutional broker-dealer with fixed income securities as its base. Today, Lantern Investments is proud to be a leading bond specialist, finding value for clients across the country. In addition to three New York offices, Lantern has offices in Texas, Chicago, and California. Through its fee-based affiliate, Lantern Wealth Advisors LLC, Lantern provides asset & wealth management solutions as well as financial planning services. The Lantern group of companies services over $1 billion in assets for high net worth clients. To learn more about Lantern Investments, please visit the company’s web site at http://www.lanternwealth.com

Finra's $1.6 billion portfolio has returned 3.4% annually, versus 6% for a half-stock, half-bond portfolio.

By: Dave Michaels

Updated Oct. 5, 2017 4:08 p.m. ET

WASHINGTON:  The Financial Industry Regulatory Authority is more than just a Wall Street regulator.

September 29, 2017

Lantern Investments, Inc. (Lantern), a full-service retail and institutional broker-dealer, announced today the hiring of industry veteran Brad Harris as Director of Fixed Income Investments.

Brad Harris is a seasoned professional with over 25 years of experience in finance. He is the third generation of municipal bond specialists in his family. Prior to joining Lantern Investments, Brad was Senior Vice President of the family-owned Douglas & Co. Municipals, a 45-year-old Municipal Bond firm. He brings with him expertise in bond trading, sales and asset management. Brad will run a branch office of Lantern in midtown Manhattan.

More...

By Sal Favarolo

Owners of small businesses with no employees, except perhaps a spouse, often use a simplified employee pension (SEP) plan, a business retirement plan that allows for larger contributions than a traditional individual retirement account (IRA) ...

Click here to download the article.

By Wendy Lanton

In their own way, words are nothing but metaphors indicating the objects they epitomize. Every word can be viewed as a metaphor representing something beyond its simple spelling and articulation. This is particularly true for some of the language featured in the industry standard new account form.

Cultivating a long lasting client bond is crucial to both the longevity of the relationship and future generations.

Wed, 2015-09-30 12:42

Cultivating a long lasting client bond is crucial to both the longevity of the relationship and future generations.

Clients look to their financial services professionals as a resource for their financial needs. Whether it is a broad based conversation about their long-term financial needs, narrowly focused questions regarding their taxes or inquiring about the latest breaking news on CNBC, the financial professional is a trusted source.

By Keith Lanton

September 10, 2015 at 11:25 AM EDT

Some leveraged Closed-end Funds are currently paying distribution rates as high as 10%.

Melville, NY -- (ReleaseWire) -- 09/10/2015 -- Hate to haggle for a bargain? You're not alone. So, imagine your excitement at having the opportunity to shop at a store where most prices are meaningfully discounted from where they were just a few weeks ago. Now, picture that a kind stranger just handed you a coupon to take an additional discount off the already reduced prices.

by Wendy Lanton

Teaching investors the role their financial representatives play is a crucial component of the educational process.

The recent barrage of articles regarding the “fiduciary standard” is not bound to cease but rather to endure. At the crux of the debate is the Department of Labor’s [DOL] intention to adopt and enforce a new standard that would, among other things, force brokers who work with retirement accounts to become fiduciaries. 

By Wendy Lanton

Communication is a two-way street.

There is a symbiotic relationship between broker-dealer, advisor and client. They all rely on each other to manage a relationship that can be effective only if each party is honest and provides complete information.

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By Keith Lanton
 
Buying municipal bonds empowers investors to retain 100% of their interest income.
 
Melville, NY -- (ReleaseWire) -- 06/26/2015 -- A wise man once said, "Choose your friends wisely. Not everyone has your best interest." Investors, please take note.

By Wendy Lanton

While almost all broker-dealer and investment advisory firms recognize they need a plan to deter, prevent and detect cyber invasions, most advisors don’t seem to realize the vital role they play.

Simple steps can make the difference between keeping client data secure and suffering a cyber attack

By Wendy Lanton

Corporate culture is a top down approach. Management at member firms should take a close look at their corporate culture to ensure that what is being preached is actually being practiced.

Melville, NY -- (ReleaseWire) -- 04/06/2015 -- "Don't judge a book by its cover and your investment performance by its brokerage statement!" cautions Keith Lanton, President of Lantern Investments.

Lanton warns that investors continue to inaccurately assess the performance of their investments, especially around this time of the year, tax season, when they review their 1099 Form.

By Keith Lanton

Holding tax-free municipals to maturity can make otherwise skittish investors more confident

The only certain thing about investing is uncertainty. That theme was validated last year and humbled the wise men of Wall Street. Seventy-two out of 72 economists polled predicted that interest rates would rise. Yet the 10-year Treasury yield fell to 2.20% from 3.00%. In addition, none of the economists foresaw the price of oil tumbling to under $60 a barrel from $110, yet it did.

By Wendy Lanton

Lately, registered representatives at FINRA registered broker dealer firms seem to be quickly heading for the doors to join RIA firms.

By Keith Lanton

Zero-coupon tax-free bonds may offer the best investment opportunity in today’s fixed-income market. Intermediate- and longer-term tax-free zeros are currently yielding about 20% more than comparable coupon-paying bonds. For example, an investor in a high-tax state can earn 3.50% to 3.75% on a 20-year tax-free muni. A client in a high federal and state tax bracket could see a tax-equivalent yield of 7.00% to 7.50%.

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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