Make The Most of Your Year-End Checklist

December 7, 2020, Season 2 Episode 5"Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.In this episode, Keith shares his thoughts on positive actions we all should be taking at year-end: tax planning,; mitigating possible capital gains;  and the personal financial advice we all should be doing like reviewing beneficiaries. Listen for more great financial tips. He then discusses current market news and stocks making headlines.Brad Harris, Director of Fixed Income,  gives us an 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 at 631-454-2000** 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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