June 3, 2022

The Federal Reserve hiked rates on May 4 by a half-point. It was the first half-point hike since May 2000. This summer, the Fed plans two more half-point rate hikes, on June 15 and July 27. So this could be a long, hot summer for investors. #economics #investing #wealthmanagement #stocks #bonds #interestrates #federalreserve https://conta.cc/3thmot0

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May 20, 2022

The headlines are ugly. “Late Rally Lifts Stocks After S&P 500 Skims Bear Market,” according to WSJ.com’s top story after Wall Street closed today.  “Markets End Down for 7th Straight Week, Despite Late Rally,” according to NYT.com. READ MORE

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March 25, 2022

In the last few weeks, stock prices corrected by as much as 12.5%. As of today’s close, stock prices are about 5% lower than the January 3rd all-time high. A correction in stock prices may still be under way, as Russia threatens the modern world’s geopolitical framework by invading Ukraine, and the U.S. Federal Reserve just ... READ MORE

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March 11, 2022

Advisors are getting a lot of questions from clients about how their portfolios are doing and what has changed since Russia’s invasion of Ukraine. Keith Lanton, President of Herold & Lantern Investments, shares his thoughts with other industry professionals on the matter on a Financial Advisor IQ video broadcast

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February 2022

A winter economic soft patch has begun, as spiking Omnicron cases execerbate supply chain and labor markets stress and fuel greater consumer and business caution. Read More of the Investment Chronicle

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January 9, 2022

With stocks, real estate, and other capital-gain-assets appreciating sharply for the past three years, it’s more important than ever to rebalance your portfolio. The S&P 500 stock index soared by nearly 27% in 2021! Watch this week’s video!

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January 3, 2022

In 2021, the Standard & Poor’s 500 stock index, with dividends reinvested, returned an astonishing 26.9%! Who could have predicted it? Who could have predicted that, despite the second year of a pandemic … Watch This Week's Video Series

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December 12, 2021

Commodity prices recently hit a record high while initial unemployment claims plunged, causing Yardeni Research's Boom-Bust Barometer to go parabolic. Shown here since 1966, the boom-bust barometer, went bust when Covid hit the U.S. in Feburary 2020 but in March 2020 when the recovery began, it soared! and it in recent months soared faster and higher than ever before! Watch this Week's Video Series

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December 5, 2021

The stock market has been more volatile in recent weeks, amid a rising tide of bad news on inflation, the Omicron variant, and job-creation, but key economic fundamentals are booming, and a hidden treasure of capitalism may slowly be making its way to the surface. Watch This Week's Video Series

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November 28, 2021

With the Omicron variant breaking news this week, expect market volatility but also keep in mind that does is not mean the Covid-19 bull market is over. Stocks declined sharply right after Thanksgiving, when news hit of the Omicron virus variant, and the variant’s characteristics – its transmissibility, resistance to vaccines, and treatability -- are likely to be in the headlines this week again, which means even more volatility ... Watch This Week's Video Series

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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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Melville, NY 11747
631.454.2000

845 Third Avenue
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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.

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