4/03/2015 - Money Fix: Stock market correction on horizon?
By Sherly Nance-Nash. Special to Newsday
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3/09/2015 - Zero-coupon bonds offer certainty
By Keith Lanton
Holding tax-free municipals to maturity can make otherwise skittish investors more confident
The only certain thing about investing is uncertainty. That theme was validated last year and humbled the wise men of Wall Street. Seventy-two out of 72 economists polled predicted that interest rates would rise. Yet the 10-year Treasury yield fell to 2.20% from 3.00%. In addition, none of the economists foresaw the price of oil tumbling to under $60 a barrel from $110, yet it did.
1/28/2015 - Don’t Give up Your FINRA License
By Wendy Lanton
Lately, registered representatives at FINRA registered broker dealer firms seem to be quickly heading for the doors to join RIA firms.
1/08/2015 - Tax-Free Zeros Shine Amid the Bond-Market Blahs
By Keith Lanton
Zero-coupon tax-free bonds may offer the best investment opportunity in today’s fixed-income market. Intermediate- and longer-term tax-free zeros are currently yielding about 20% more than comparable coupon-paying bonds. For example, an investor in a high-tax state can earn 3.50% to 3.75% on a 20-year tax-free muni. A client in a high federal and state tax bracket could see a tax-equivalent yield of 7.00% to 7.50%.
12/28/2014 - Money Fix: 5 ways to invest like a pro
By Sheryl Nance-Nash. Special to Newsday
11/24/2014 - The Dreaded Annual Compliance Questionnaire
By Wendy Lanton
It's that time of year when the compliance department hands out the annual compliance questionnaire. It comes with an overwhelming sense of anxiety to many advisors even if they have nothing to fear. Why is it so dreaded? Here are the top five reasons why it is so feared:
4/23/2013 - Truth and Investing
By Keith Lanton
A recent DALBAR study reveals that from 1990-2010 the average investor earned a 3.49% equity profit. Over the same time period the S&P returned 7.81%. Why has the average investor underperformed the S&P by 4%? I believe the answer lies within.
3/06/2013 - Advisers warn bond rally maybeover
By Ted Phillips ted.phillips@newsday.com
2/04/2013 - Jonathan A. Heimowitz Joins Lantern Investments As Senior Vice President of Investments
(Melville, New York) January 28, 2013 Lantern Investments, Inc. announces the appointment of Jonathan A. Heimowitz to Senior Vice President of Investments. Mr. Heimowitz is a twenty year veteran of the investment industry with a specialized expertise in retirement planning. Mr. Heimowitz is involved in a broad range of fixed income products including annuities.
12/15/2012 - The #1 Mistake Wise Bond Investors Make
By Sal Favarolo
The Federal Reserve, in keeping with its dual mandate of pursuing full employment and stable prices, has been conducting aggressive monetary policy driving interest rates to historically, low levels. This action by the Fed has resulted in large gains in bond prices. As such, most bonds are now trading at what is referred to as a “premium”.