Enlightenment - A Herold & Lantern Investments Podcast
Financial Podcast featuring Mr. Keith Lanton, President. Every week Keith enlightens his audience with intuitive insights, personal development, and current market commentary. Disclosures: https://www.heroldlantern.com/disclosure -Press interviews or commentaries, please contact Keith or Sal Favarolo at 631-454-2000 | CREDITS: Sophie Cohen - Disclaimer | Alan Eppers - Introduction - Closing | Sal Favarolo - Producer, Sound, Editing, Artwork **For informational and educational purposes only, not intended as investment advice. Views and opinions subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
Enlightenment - A Herold & Lantern Investments Podcast
Make The Most of Your Year-End Checklist
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
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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