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Enlightenment - A Herold & Lantern Investments Podcast

Understanding Your Investment Strategy - Asset Allocation and Margins of Safety

29 Nov 2021

Description

November 29, 2021, Season 3 Episode 44"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.In this episode Keith continues his discussion on “The Psychology of Money” by Morgan Housel and several takeaways we can implement into our own thinking. The discussion includes proper asset allocation, leaving room for error, psychology as when to buy and sell positions and more. One lesson is to understand your own investing strategy, for example if you are a long-term investor, you should not get caught up in the horizons of short-term investors. Keith then talks about the newly discovered omicron variant of COVID-19 and how it has impacted the financial markets. Additionally, the initial sell off triggered by an over-reaction to the variant's discovery proves the belief that bonds still remain an essential part of most portfolios. Brad Harris, Director of Fixed Income, then joins Keith to 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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