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%.

By Wendy Lanton

It's that time of year when the compliance department hands out the annual compliance questionnaire. It comes with an overwhelming sense of anxiety to many advisors even if they have nothing to fear. Why is it so dreaded? Here are the top five reasons why it is so feared:

By Keith Lanton
 
A recent DALBAR study reveals that from 1990-2010 the average investor earned a 3.49% equity profit. Over the same time period the S&P returned 7.81%. Why has the average investor underperformed the S&P by 4%? I believe the answer lies within.

By Ted Phillips This email address is being protected from spambots. You need JavaScript enabled to view it.

(Melville, New York) January 28, 2013 Lantern Investments, Inc. announces the appointment of Jonathan A. Heimowitz to Senior Vice President of Investments. Mr. Heimowitz is a twenty year veteran of the investment industry with a specialized expertise in retirement planning. Mr. Heimowitz is involved in a broad range of fixed income products including annuities. 

By Sal Favarolo

The Federal Reserve, in keeping with its dual mandate of pursuing full employment and stable prices, has been conducting aggressive monetary policy driving interest rates to historically, low levels. This action by the Fed has resulted in large gains in bond prices. As such, most bonds are now trading at what is referred to as a “premium”. 

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