October 21, 2019
November 2019
Just as there is nothing more certain than death and taxes, the financial markets face the perpetual challenge of climbing a wall of worry. Read Lantern Investments, Inc November Economic And Financial Digest
October 14, 2019
In this epsiode of Enlightenment, Keith Lanton discusses the low interest rate, low inflation rate environment and current news that may impact the financial markets.
September 23, 2019
In this weeks episode of Enlightenment, a financial podcast, Keith discusses temporal landmarks, what they are and how they relate to financial decision making. Brad Harris, Director of Fixed Income, joins Keith commenting on current events in the bond market.
October 2019
Is the longest expansion in American history about to expire? A time-honored financial indicator recently sparked more interest in that question, but concerns over the economy’s direction had been growing for several months. Read Lantern Investments, Inc latest Economic and Financial Digest
September 16, 2019
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September 9, 2019 (Melville, New York) In this episode of Enlightenment, Keith discusses body language, presentation and how this can influence how others think of us. He then reviews the strong equity performance of last week and other current financial headlines that may impact the markets. He and Lantern's Director of Fixed Income, Brad Harris, conclude with a discussion of the municipal bond market and the possibility of negative interest rates.Listen to our latest financial podcast "Enlightenment" featuring Mr. Keith Lanton with special commentary by Brad Harris - Director of Fixed Income at Lantern Investments, Inc. https://youtu.be/wjTYMCEf6Lw |
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September 3, 2019 (Melville, New York) "Typically September has been in the later half of the 20th century & the beginning of the 21st century the most treacherous time for the equity markets"Listen to our latest financial podcast "Enlightenment" featuring Mr. Keith Lanton with special commentary by Brad Harris - Director of Fixed Income at Lantern Investments, Inc. https://youtu.be/HUviZpZZO3s |
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September 2019
As expected, the Federal Reserve cut its short-term policy rate at the July 30-31 meeting, the first reduction since the Great Recession and financial crisis. Read Lantern Investments latest newsletter September 2019
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August 5, 2019 (Melville, New York) Listen to "Enlightenment At Lantern", a financial news podcast recorded on August 5, 2019 featuring Keith Lanton, President. |
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July 29, 2019 (Melville, New York) Lantern is proud to announce the initiation of our weekly podcast "Enlightenment At Lantern", featuring our President Keith Lanton. Every week Keith enlightens his audience with intuitive insights, personal development, and current market commentary. Enjoy the podcast of July 29, 2019 |
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August 2019
The U.S. economy celebrated an important milestone last month, having entered the longest expansion in its history.
Read Lantern Investments latest Economic and Financial Digest: Time To Celebrate?
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July 2019
As advertised, the U.S. economy is slowing from the deceptively robust 3.1 percent annual rate in the first quarter.
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March 21, 2019 (Melville, New York)
Lantern - a wealth management boutique, whose affiliated companies include a regional broker-dealer, a wealth management firm, and an insurance company - announces its latest team member, appointing Keith Douglas as Vice President - Fixed Income Markets. Keith’s responsibilities will include: assisting our Tri-Party clear through relationships, RIA partners, and Lantern’s financial advisors with fixed income portfolio strategies, portfolio construction, and idea generation.
When asked about joining Lantern, Keith said, “I am excited to assume this role and to be part of a boutique firm, rich in fixed income history. I look forward to providing tailored fixed income solutions to Lantern’s individual and institutional clients and to have the opportunity to contribute to the evolution of Lantern’s fixed income group.”
Keith is a financial services professional with extensive experience with top tier investment banks. Previously, as Director of Global Bank Sales Foreign Exchange at Citigroup Global Markets, he provided tailored fixed income and foreign exchange (FX) solutions to the firm’s financial advisors, their ultra high net worth (UHNW) clients, and to financial institutions.
On expanding its national fixed income group, Keith Lanton, President of Lantern, said, “We are very proud to welcome Keith Douglas. Lantern is committed to providing our clients with fixed income knowledge and solutions.”
Keith is an active member of the Fixed Income Analysts Society (FIASI). FIASI, founded in 1975, is a not-for-profit professional society dedicated to the education of its membership and the fixed income community at large.
Keith is married with three children. In his spare time, he enjoys playing golf, skiing, and spending time with his family. Keith is a founding member and director of the Joshua Kahan Fund, a not-for-profit foundation finding a cure for pediatric leukemia. Keith holds a BBA from the Lubin School of Business, Pace University.
Keith will be working from our corporate offices in Melville, NY. He can be reached at 631-454-2000 | kdouglas (at) lanterninvestments (dot) com | LinkedIn: https://www.linkedin.com/in/keithdouglas2/
About Lantern
Lantern is the shared marketing name for Lantern Investments, Inc., Lantern Wealth Advisors LLC, and Lantern Insurance Brokerage Inc. Lantern Investments, Inc., founded in 1993, is a full-service retail and institutional, regional broker-dealer with fixed income securities as its base. Lantern Wealth Advisors LLC., an SEC registered investment advisor, provides comprehensive asset & wealth management solutions as well as financial planning services. Lantern Insurance Brokerage Inc. provides life insurance solutions to help take care of loved ones in the case of an untimely death, long term care needs, and estate planning needs. In addition to our New York offices, Lantern has offices in California, Florida, Illinois, and Texas. Lantern Investments, Inc. A registered broker/dealer. Member FINRA | MSRB | SIPC. Lantern has custodial relationships with Pershing, LLC, a wholly owned subsidiary of Bank of New York Mellon Corporation, and Charles Schwab. To learn more about the Lantern group of affiliated companies, please visit the company’s website at https://www.lanternwa.com
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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.
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
(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
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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.
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) ...