Enlightenment - A financial podcast

November 18, 2019

In this podcast episode of Enlightenment, Keith discusses year-end tax ideas, an article about speaking effectively and persuasively and current market news. Brad Harris, Director of Fixed Income, joins the discussion about the tax-free municipal bond market.  

Contact A Financial Professional

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

 

This website uses cookies for navigation, content delivery and other functions. By using our website you agree that we can place cookies on your device. I understand