September 23, 2022

As hard as you try not to pay attention when stocks plunge, it can make you nervous -- it can make you rethink your portfolio strategy of staying invested in stocks through bear markets in order to capture the gains historically achieved in bull markets - Watch this brief video

September 13, 2022

Since the pandemic, so much has happened; so much has changed in work and in living every day. We’ve been hit by blistering inflation eroding purchasing power and interest rate hikes choking off credit - Watch this weeks video!



At the annual economic policy symposium hosted by the Federal Reserve Bank of Kansas City in Jackson Hole, Wyoming, Federal Reserve Chairman Jerome Powell said that the Fed would slow the economy to fight inflation and that it would cause “some pain” in the economy. Watch this brief economic update.


August 24, 2022

The extreme financial effects of the COVID-19 pandemic may seem unprecedented. Over the past two years, Americans witnessed a financial crisis in March 2020, the injection of nearly $10 trillion of monetary and fiscal stimulus, and an unanticipated burst of inflation that caught the Federal Reserve off guard.Watch this week's video


August 18, 2022

Investment regulators require financial advertisements to state that past performance is not indicative of future results. Ironically, however, investing successfully depends largely on learning lessons from the past. Check out this weeks brief video update


August  2022

In real estate, they say that location is everything. In economics,timing is paramount. With prices rising at a pace not seen since the early 1980s, the Federal Reserve admittedly waited too long to start putting on the brakes, believing that the initial stage of the inflationary upsurge last year was transitory and would fade once pandemic-related supply disruptions cleared up. READ H&L's Investment Chronicle


August 9, 2022

As a rule of thumb, a recession is defined as two consecutive quarters of negative economic growth. With the release of Bureau of Economic Analysis data showing the economy shrank by nine-tenths of -1% in the second quarter, following ... WATCH THE VIDEO UPDATE


August 17, 2022

Technology creates a new revenue stream for advisors in delivering a personalized and customized portfolio management experience

CHATANOOGA, Tenn. (PRWEB) August 17, 2022 -- Future Capital, a FinTech company that connects financial advisors to their clients’ held-away retirement assets, announced today a partnership with New York–based Lantern Wealth Advisors. READ MORE

August 3, 2022


When the Bureau of Economic Analysis announced on Thursday, July 28th that gross domestic product shrank by nine-tenths of 1% in the second quarter, the economy was teetering on recession, but stocks rose sharply – by 1.2% that day! and another 1.4% the following day! Continue to watch a brief video.


July 25, 2022

The growth potential of the United States economy in the long run looks rather gloomy against the backdrop of modern history. So how could the U.S. stock market still be the world’s best equity investment for the long run? Watch this week's video


July 17, 2022

If a family member or friend is disabled, suffers from a chronic illness, or is a minor child, they are entitled to special break under federal tax laws that can change their lives ... Watch this short video


July 15, 2022

Individuals with estates of about $6 million and up should be planning now for the estate tax hike coming in 2026. With real estate, stocks, and other capitalgain investments appreciating sharply in recent years, planning now for the peak in the estate and gift tax exemption in 2025 is especially important.  View this short video


July 3, 2022

With the economy teetering on the edge of a recession, a lot’s riding on release of the Consumer Price Index on July 13th. The CPI is a measure of inflation and it had been expected to weaken last month but ...Watch This Week's Video


July 1, 2022

Bad news on the economy and stock market seem to be mounting, which may be a good sign. Here’s the bad and good news a long-term investor needs to know. Read this week's Investment Market Update


June 26, 2022

We’ll know if the U.S. is in a recession at 8:30 a.m. on July 28th, when gross domestic product for the second quarter is released. The economy shrunk by -1.5% in the first quarter of 2022 and, if second-quarter GDP shrinks for a second consecutive quarter, we’d officially meet the definition of a recession. Watch this quick, video update!


June 23, 2022

Wendy Lanton, Herold & Lantern Investments Chief Complaince Officer, discusses Finra's new licenses grace period for Registered Representatives with Investment News.  In short, the new rule creates a five-year grace period during which registered reps can maintain their credentials by taking continuing education, even if they’re not actively working in the industry. The prior period was two years. Continue reading


June 19, 2022

The Federal Reserve is still predicting a recession will be averted but the newly released economic data have darkened the forecast. In an ominous sign a recession may be ahead in the next couple of months, the U.S. Index of Leading Economic Indicators ticked down in May by four-tenths of 1%.  Watch this week's video!


May 2022

It's been a rough ride for investors as red ink has spilled profusely so far this year. The losses have been particularly acute in the bond market, which ironically, is usually the refuge for investors seeking safety and stability when conditions get dicey.  READ the May 2022 edition of the Investment Chronicle.


June 14, 2022

A bear market in stocks just began and the newly released inflation figures showed that the Federal Reserve’s plan to slow inflation in May had failed. While the possibility of a recession is getting priced into the stock market, in this period of high uncertainty under way, right now is the best time to plan for the future.  Watch this week's video Series


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


May 20, 2022

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

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


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


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


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!


Company Info

35 Pinelawn Rd., Suite 101E
Melville, NY 11747

845 Third Avenue
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New York, New York 10022

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.
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