During this record-long expansion, now in its eleventh year, the economy has struggled through seven episodes in which its growth engine has downshifted sharply- to about 1 percent or less for a given quarter. Please read Lantern Investment Inc., latest Economic & Financial Digest

Contact A Financial Professional

January 6, 2020

In this episode of Enlightenment, Keith Lanton discusses goals and reflection heading into 2020. Keith also discusses a white paper by Hartford Funds which discusses networking in charitable organizations or other social events.

Contact A Financial Professional

January 2020

Federal Reserve chair Jay Powell continues to insist that the economy is in a “good place”, which, like the Goldilocks scenario, is neither too hot nor too cold – but just right. At least just right enough to keep the policy levers where they are for a while. After cutting interest rates for the third time this year in October, Powell is sending a strong signal that the rate-cutting cycle will be put on pause for the indefinite future. More specifically, the Fed chief believes that it would take a significant reassessment of the outlook for policymakers to pull the rate trigger again. Read Lantern Investments Economic & Financial Digest

Contact A Financial Professional

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.

Contact A Financial Professional

November 18, 2019

In this podcast episode of Enlightenment, Keith discusses year-end tax ideas, an article about speaking effectively and persuasively and current market news. Brad Harris, Director of Fixed Income, joins the discussion about the tax-free municipal bond market.  

Contact A Financial Professional

December 2019

Throughout most of the year, the U.S. economy has withstood a torrent of headwinds, including escalating trade tensions with China, a severe global slowdown, geopolitical turmoil and headline-grabbing political controversy that continues to bedevil the administration. Read Lantern Investments, Inc December Economic And Financial Digest

Contact A Financial Professional

November 11, 2019

In this Veterans Day podcast episode of Enlightenment, Keith discusses Singles Day in China, a shopping holdiay that celebrates people that are single. The number 1 was chosen as it resembers a person who is alone. Keith also talks about  timing and synchronization as discussed in a book by Daniel Pink "When" along with current financial news.

Contact A Financial Professional

November 4,, 2019

In this podcast episode of Enlightenment, Keith continues his discussion on inflection points and discusses "endpoints"  as it relates to peoples lives, careers, etc along with current financial news. 

Contact A Financial Professional

October 28, 2019

In this podcast episode of Enlightenment, Keith discusses "midpoints"  as it relates to peoples lives, careers, etc along with current financial news. Midpoints can teach us  a lot about human behavior and motivation.

Contact A Financial Professional

October 21, 2019

In this podcast episode of Enlightenment, Keith discusses year end financial planning for investors along with current financial news.

Contact A Financial Professional

November 2019

Just as there is nothing more certain than death and taxes, the financial markets face the perpetual challenge of climbing a wall of worry. Read Lantern Investments, Inc November Economic And Financial Digest

Contact A Financial Professional

October 14, 2019

In this epsiode of Enlightenment, Keith Lanton discusses the low interest rate, low inflation rate environment and current news that may impact the financial markets. 

Contact A Financial Professional

September 23, 2019

In this weeks episode of Enlightenment, a financial podcast, Keith discusses temporal landmarks, what they are and how they relate to financial decision making. Brad Harris, Director of Fixed Income, joins Keith commenting on current events in the bond market. 
 

Contact A Financial Professional

October 2019

Is the longest expansion in American history about to expire? A time-honored financial indicator recently sparked more interest in that question, but concerns over the economy’s direction had been growing for several months. Read Lantern Investments, Inc latest Economic and Financial Digest 

Contact A Financial Professional

September 16, 2019

In this podcast episode of Enlightenment, Keith discusses the Miguel de Cervantes quote “It is the part of a wise man to keep himself today for tomorrow, and not venture all his eggs in one basket” and how this relates to diversification in portfolio management.

Contact A Financial Professional

September 9, 2019 (Melville, New York)

  In this episode of Enlightenment, Keith discusses body language, presentation and how this can influence how others think of us. He then reviews the strong equity performance of last week and other current financial headlines that may impact the markets. He and Lantern's Director of Fixed Income, Brad Harris, conclude with a discussion of the municipal bond market and the possibility of negative interest rates.  

Listen to our latest financial podcast "Enlightenment" featuring Mr. Keith Lanton with special commentary by Brad Harris - Director of Fixed Income at Lantern Investments, Inc. https://youtu.be/wjTYMCEf6Lw

Contact A Financial Professional

September 3, 2019 (Melville, New York)

"Typically September has been in the later half of the 20th century & the beginning of the 21st century the most treacherous time for the equity markets"  

Listen to our latest financial podcast "Enlightenment" featuring Mr. Keith Lanton with special commentary by Brad Harris - Director of Fixed Income at Lantern Investments, Inc.  https://youtu.be/HUviZpZZO3s

Contact A Financial Professional

September 2019
As expected, the Federal Reserve cut its short-term policy rate at the July 30-31 meeting, the first reduction since the Great Recession and financial crisis. Read Lantern Investments latest newsletter September 2019
 

Contact A Financial Professional

August 5, 2019 (Melville, New York)
Listen to "Enlightenment At Lantern", a financial news podcast recorded on August 5, 2019 featuring Keith Lanton, President.

Contact A Financial Professional

July 29, 2019 (Melville, New York)
Lantern is proud to announce the initiation of our weekly podcast "Enlightenment At Lantern", featuring our President Keith Lanton. Every week Keith enlightens his audience with intuitive insights, personal development, and current market commentary. Enjoy the podcast of July 29, 2019 

Contact A Financial Professional

August 2019
The U.S. economy celebrated an important milestone last month, having entered the longest expansion in its history.
Read Lantern Investments latest Economic and Financial Digest: Time To Celebrate?

Contact A Financial Professional

July 2019
As advertised, the U.S. economy is slowing from the deceptively robust 3.1 percent annual rate in the first quarter.

Contact A Financial Professional

March 21, 2019 (Melville, New York)
Lantern - a wealth management boutique, whose affiliated companies include a regional broker-dealer, a wealth management firm, and an insurance company - announces its latest team member, appointing Keith Douglas as Vice President - Fixed Income Markets. Keith’s responsibilities will include: assisting our Tri-Party clear through relationships, RIA partners, and Lantern’s financial advisors with fixed income portfolio strategies, portfolio construction, and idea generation. 
When asked about joining Lantern, Keith said, “I am excited to assume this role and to be part of a boutique firm, rich in fixed income history. I look forward to providing tailored fixed income solutions to Lantern’s individual and institutional clients and to have the opportunity to contribute to the evolution of Lantern’s fixed income group.”
Keith is a financial services professional with extensive experience with top tier investment banks. Previously, as Director of Global Bank Sales Foreign Exchange at Citigroup Global Markets, he provided tailored fixed income and foreign exchange (FX) solutions to the firm’s financial advisors, their ultra high net worth (UHNW) clients, and to financial institutions.
On expanding its national fixed income group, Keith Lanton, President of Lantern, said, “We are very proud to welcome Keith Douglas. Lantern is committed to providing our clients with fixed income knowledge and solutions.”
Keith is an active member of the Fixed Income Analysts Society (FIASI). FIASI, founded in 1975, is a not-for-profit professional society dedicated to the education of its membership and the fixed income community at large.
Keith is married with three children. In his spare time, he enjoys playing golf, skiing, and spending time with his family. Keith is a founding member and director of the Joshua Kahan Fund, a not-for-profit foundation finding a cure for pediatric leukemia. Keith holds a BBA from the Lubin School of Business, Pace University.
Keith will be working from our corporate offices in Melville, NY. He can be reached at 631-454-2000 | kdouglas (at) lanterninvestments (dot) com | LinkedIn: https://www.linkedin.com/in/keithdouglas2/
About Lantern 
Lantern is the shared marketing name for Lantern Investments, Inc., Lantern Wealth Advisors LLC, and Lantern Insurance Brokerage Inc. Lantern Investments, Inc., founded in 1993, is a full-service retail and institutional, regional broker-dealer with fixed income securities as its base. Lantern Wealth Advisors LLC., an SEC registered investment advisor, provides comprehensive asset & wealth management solutions as well as financial planning services. Lantern Insurance Brokerage Inc. provides life insurance solutions to help take care of loved ones in the case of an untimely death, long term care needs, and estate planning needs. In addition to our New York offices, Lantern has offices in California, Florida, Illinois, and Texas. Lantern Investments, Inc. A registered broker/dealer. Member FINRA | MSRB | SIPC. Lantern has custodial relationships with Pershing, LLC, a wholly owned subsidiary of Bank of New York Mellon Corporation, and Charles Schwab. To learn more about the Lantern group of affiliated companies, please visit the company’s website at https://www.lanternwa.com

Contact A Financial Professional

The economy skirted another landmine on February 15 when Congress passed, and President Trump signed, a package of spending bills that funds the government for the rest of the fiscal year ending September 30.

Read Lantern Investments latest newsletter April 2019 

Contact A Financial Professional

Thanks to the government shutdown it will be a while before the data calendar returns to normal. In the meantime, economists, policymakers and investors are flying partially blind. 

Read Lantern Investments latest newsletter March 2019

Contact A Financial Professional

Company Info

35 Pinelawn Rd., Suite 101E
Melville, NY 11747
631.454.2000

845 Third Avenue
Suite 1703
New York, New York 10022
212.371.3950

Our Disclosure

Wealth Advisory solutions provided by subsidiaries of Percheron Asset Management Group, Inc.: Herold Advisors Inc. and Lantern Wealth Advisors, LLC., SEC registered investment advisors. Securities offered through Herold & Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.

Bernard Herold & Co., Inc.
Rule 606(a)1 Reporting Public Disclosure

Herold & Lantern Investments, Inc. Rule 606

 

This website uses cookies for navigation, content delivery and other functions. By using our website you agree that we can place cookies on your device. I understand