LANTERN IN THE NEWS

  • 5/11/2016 - One-Participant 401(k) Plans

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  • 10/25/2015 - Investment Profiles of Senior Clients Can Be Misconstrued

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  • 09/30/2015 Make Your Client Relationship Personal and Keep It Compliant

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10/25/2015 - Investment Profiles of Senior Clients Can Be Misconstrued

By Wendy Lanton 

In their own way, words are nothing but metaphors indicating the objects they epitomize. Every word can be viewed as a metaphor representing something beyond its simple spelling and articulation. This is particularly true for some of the language featured in the industry standard new account form.

09/30/2015 Make Your Client Relationship Personal and Keep It Compliant

Cultivating a long lasting client bond is crucial to both the longevity of the relationship and future generations.

Wed, 2015-09-30 12:42
Cultivating a long lasting client bond is crucial to both the longevity of the relationship and future generations.

Clients look to their financial services professionals as a resource for their financial needs. Whether it is a broad based conversation about their long-term financial needs, narrowly focused questions regarding their taxes or inquiring about the latest breaking news on CNBC, the financial professional is a trusted source.

09/10/2015 - Closed-End Funds – Astute Investors Take Advantage of Big Discounts on Already Reduced Prices

By Keith Lanton

September 10, 2015 at 11:25 AM EDT

Some leveraged Closed-end Funds are currently paying distribution rates as high as 10%.

Melville, NY -- (ReleaseWire) -- 09/10/2015 -- Hate to haggle for a bargain? You're not alone. So, imagine your excitement at having the opportunity to shop at a store where most prices are meaningfully discounted from where they were just a few weeks ago. Now, picture that a kind stranger just handed you a coupon to take an additional discount off the already reduced prices.

08/31/2015 The Fiduciary Rule Should Be Education

by Wendy Lanton

Teaching investors the role their financial representatives play is a crucial component of the educational process.

The recent barrage of articles regarding the “fiduciary standard” is not bound to cease but rather to endure. At the crux of the debate is the Department of Labor’s [DOL] intention to adopt and enforce a new standard that would, among other things, force brokers who work with retirement accounts to become fiduciaries. 

Company Info

35 Pinelawn Rd., Suite 101E
Melville, NY 11747
Tel: 800.860.1010 or 631.454.2000
Email: Keith@lanterninvestments.com

OUR DISCLOSURE

Advisory services offered through Lantern Wealth Advisors, LLC., a registered investment advisor. Securities offered through Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.