Effective November 2, 2020 we will be changing our name to Herold & Lantern Investments, Inc. This name change is a result of a merger with Bernard Herold & Co., Inc, a well-respected broker-dealer since 1972. There will be no change to your account or your financial professional. Our updated web site will be available soon. Please contact your investment professional to learn more!
Enlightenment - A financial podcast
November 25, 2019
In this episode of Enlightenment, Keith discusses concepts from "Talking With Strangers", a book by Malcom Gladwell, an examination of our interactions with strangers and why they often go wrong. He then discusses year-end tax ideas, the equity and bond markets and current financial news which may impact the markets.