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A Better Perspective To The Financial Markets

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Understanding The Federal Reserve Mandate To End Inflation

The Federal Reserve System, the nation’s central bank, has a dual mandate to pursue maximum employment and maintain price stability. These two priorities are currently treated equally, but that was not always the case. In fact, the Fed’s bias toward maximizing employment was a critical driver of the stagflation that plagued the U.S. in the late 1960s and 1970s. Recognizing the need to balance price stability and maximum employment, in 1977, Congress revised the Federal Reserve Act.

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Are You Looking To Invest In Bonds?

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Stocks Closed At A Record High

The Standard & Poor’s 500 stock index closed Friday at a new all–time high,  ending the first quarter of the year with a gain of 10%. That’s as much as large-company stocks averaged annually  since 1926.

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Fed Governor Kugler Details Inflation And Economic Outlook

The 12-month inflation rate, as measured by the personal consumption expenditures (PCE) index, was 2.6% in December, down from its peak of 7.1% in June 2022, and the six-month rate for PCE inflation was even lower, at 2%, which is the target rate set by the Federal Reserve.

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BOND INVESTING

As a full-service broker-dealer with a fixed income securities foundation, we are proud to be a leading bond specialist. Our bond principals guide and educate retail and institutional customers regarding corporate, government, municipal, mortgage-backed securities (MBSs) and brokered CDs.  While there are many avenues to ..

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WEALTH ADVISORY

If you would like a more managed approach to your investment portfolio you may want to consider a wealth management account*. A properly tailored wealth management account has many benefits. One key factor is removing the ..

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TRI-PARTY CLEARING ARRANGEMENTS

Broker-dealers, small to mid-sized banks, and credit unions that operate broker-dealers are feeling the increased cost pressures of new regulations, new technology, enhanced cybersecurity rules..

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“The achievements of an organization are the results of the combined effort of each individual.”

— Vince Lombardi

 

 

 
 
 
 

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.” 

Members of the MBCNY are given the opportunity to expand their knowledge and develop connections through an array of social events and panels. The club also enhances members’ investment skills by offering 9-week lecture series highlighting various aspects of the municipal bond industry. Lantern is proud to support an organization that champions excellence within the field.  

Keith Lanton, President of Lantern Investments, declared, “Since our firm’s foundation is rooted in the bond market, we take great pleasure in supporting the MBCNY and demonstrating our commitment to the industry.”

Annually, the MBCNY donates to select charities. This year the organization raised $5,000 for the FDNY Foundation and $1,000 for Kindness over Muscular Dystrophy. Lantern values these donations as it similarly focuses on giving back to the community through fund-raising efforts for the Leukemia and Lymphoma Society-Long Island.  

Lantern’s Director of Fixed Income Securities, Brad Harris, who is the Treasurer at MBCNY, stated, “The Municipal Bond Club of New York organizes some of the finest events and charitable work I have ever seen. As Treasurer of the Club, I am grateful that my company, Lantern, is supporting this outstanding organization. It truly shows Lantern’s continued interest in, and dedication to, the municipal bond product and the industry which serves it.”

Lantern, as a full service broker dealer and leading bond specialist, is looking forward to collaborating with the MBCNY to share investment expertise and make strides within the industry.

About Lantern

Lantern, a wealth management boutique, is the shared marketing name for Lantern Investments, Lantern Wealth Advisors LLC, and Lantern Insurance Brokerage 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 manages over $1 billion in assets for high net worth clients. 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. Life Insurance solutions provided by Lantern Insurance Brokerage Inc. To learn more about the Lantern group of companies, please visit the company’s web site athttps://www.lanternwealth.com

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Wealth Management Accounts and Investment Advisory Services are provided by subsidiaries of Percheron Asset Management Group, Inc.: Herold Advisors Inc. and Lantern Wealth Advisors, LLC.

Company Info

35 Pinelawn Rd., Suite 101E
Melville, NY 11747
631.454.2000

845 Third Avenue
Suite 1703
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

Herold & Lantern Investments, Inc. Rule 606

 

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