Enlightenment - A Herold & Lantern Investments Podcast

It's Officially Tax Loss Harvesting Season !!

November 15, 2021 Keith Lanton Season 3 Episode 42
Enlightenment - A Herold & Lantern Investments Podcast
It's Officially Tax Loss Harvesting Season !!
Show Notes

November 15, 2021, Season 3 Episode 42

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

On November 8, 2021, there was no podcast.

Keith discusses the ins and outs of tax-loss harvesting, especially with respect to bonds since with interest rates rising, that's where one may find some losses to offset taxable gains. He then reviews current financial conditions, stocks making news, and more. 

Brad Harris, Director of Fixed Income, joins Keith to give us a brief 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 or Sal Favarolo directly at 631-454-2000 to schedule a time.