Enlightenment - A Herold & Lantern Investments Podcast

Make The Most of Your Year-End Checklist

December 07, 2020 Keith Lanton Season 2 Episode 5
Enlightenment - A Herold & Lantern Investments Podcast
Make The Most of Your Year-End Checklist
Chapters
Enlightenment - A Herold & Lantern Investments Podcast
Make The Most of Your Year-End Checklist
Dec 07, 2020 Season 2 Episode 5
Keith Lanton

December 7, 2020, Season 2 Episode 5

"Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares his thoughts on positive actions we all should be taking at year-end: tax planning,; mitigating possible capital gains;  and the personal financial advice we all should be doing like reviewing beneficiaries. Listen for more great financial tips. He then discusses current market news and stocks making headlines.

Brad Harris, Director of Fixed Income,  gives us an update on the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith at 631-454-2000

Show Notes

December 7, 2020, Season 2 Episode 5

"Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares his thoughts on positive actions we all should be taking at year-end: tax planning,; mitigating possible capital gains;  and the personal financial advice we all should be doing like reviewing beneficiaries. Listen for more great financial tips. He then discusses current market news and stocks making headlines.

Brad Harris, Director of Fixed Income,  gives us an update on the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith at 631-454-2000