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Enlightenment - A Herold & Lantern Investments Podcast

How Important Are Big Winners to Your Portfolio?

22 Nov 2021

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November 22, 2021, Season 3 Episode 43"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.In this episode Keith wishes everyone a Happy Thanksgiving and discusses some strategies for the end of the year in order to mitigate losses due to taxes. Keith also talks about “The Psychology of Money” by Morgan Housel and a few important lessons from the book. One key lesson is a large percentage of market returns or returns in life in general are driven by only a handful of winners. The episode goes on to discuss current market conditions with a specific focus on decisions made by the Federal Reserve and how they will impact the bond market. Keith is then joined by Brad Harris, Director of Fixed Income, to further discuss the 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.** 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-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

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