6/22/2015 - Cybersecurity is Not Just for the Big Firms

By Wendy Lanton

While almost all broker-dealer and investment advisory firms recognize they need a plan to deter, prevent and detect cyber invasions, most advisors don’t seem to realize the vital role they play.

Simple steps can make the difference between keeping client data secure and suffering a cyber attack

4/06/2015 - This April Don't Be Fooled by Your Brokerage Statement

Melville, NY -- (ReleaseWire) -- 04/06/2015 -- "Don't judge a book by its cover and your investment performance by its brokerage statement!" cautions Keith Lanton, President of Lantern Investments.

Lanton warns that investors continue to inaccurately assess the performance of their investments, especially around this time of the year, tax season, when they review their 1099 Form.

3/09/2015 - Zero-coupon bonds offer certainty

By Keith Lanton

Holding tax-free municipals to maturity can make otherwise skittish investors more confident

The only certain thing about investing is uncertainty. That theme was validated last year and humbled the wise men of Wall Street. Seventy-two out of 72 economists polled predicted that interest rates would rise. Yet the 10-year Treasury yield fell to 2.20% from 3.00%. In addition, none of the economists foresaw the price of oil tumbling to under $60 a barrel from $110, yet it did.

1/08/2015 - Tax-Free Zeros Shine Amid the Bond-Market Blahs

By Keith Lanton

Zero-coupon tax-free bonds may offer the best investment opportunity in today’s fixed-income market. Intermediate- and longer-term tax-free zeros are currently yielding about 20% more than comparable coupon-paying bonds. For example, an investor in a high-tax state can earn 3.50% to 3.75% on a 20-year tax-free muni. A client in a high federal and state tax bracket could see a tax-equivalent yield of 7.00% to 7.50%.

11/24/2014 - The Dreaded Annual Compliance Questionnaire

By Wendy Lanton

It's that time of year when the compliance department hands out the annual compliance questionnaire. It comes with an overwhelming sense of anxiety to many advisors even if they have nothing to fear. Why is it so dreaded? Here are the top five reasons why it is so feared:

4/23/2013 - Truth and Investing

By Keith Lanton
 
A recent DALBAR study reveals that from 1990-2010 the average investor earned a 3.49% equity profit. Over the same time period the S&P returned 7.81%. Why has the average investor underperformed the S&P by 4%? I believe the answer lies within.

12/15/2012 - The #1 Mistake Wise Bond Investors Make

By Sal Favarolo

The Federal Reserve, in keeping with its dual mandate of pursuing full employment and stable prices, has been conducting aggressive monetary policy driving interest rates to historically, low levels. This action by the Fed has resulted in large gains in bond prices. As such, most bonds are now trading at what is referred to as a “premium”. 

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.