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In The News

Herold & Lantern | Oct 19, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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Herold & Lantern | Oct 16, 2024

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Herold & Lantern | Oct 1, 2024

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Herold & Lantern | Sep 30, 2024

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Herold & Lantern | Sep 21, 2024

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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35 Pinelawn Rd,
Suite 101E
Melville NY 11747
(631) 454-2000

 

845 Third Avenue,
Suite 1703
New York, New York 10022
(212) 371-3950

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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.

Herold & Lantern Investments, Inc. Rule 606


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