No Quit in This Economy

February 1, 2024

The new year has come, and all are wondering where all the interest rate cuts are. If we look at the terrain nothing really has changed accept, we are a little older and wiser. The Equity Markets continue to jostle and maintain a positive direction. The Fixed Income Markets keep changing direction on a weekly basis. What does all this tell us! Continue to stay with your objectives and review your personal plans for any changes your Investment Representative should be made aware of. 2024 will face many challenges like the past four years, but rest assured that proper planning and discussions of your risk profile are still most important.

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Company Info

35 Pinelawn Rd., Suite 101E
Melville, NY 11747
631.454.2000

845 Third Avenue
Suite 1703
New York, New York 10022
212.371.3950

Our Disclosure

Wealth Advisory solutions provided by subsidiaries of Percheron Asset Management Group, Inc.: Herold Advisors Inc. and Lantern Wealth Advisors, LLC., SEC registered investment advisors. Securities offered through Herold & Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.

Bernard Herold & Co., Inc.
Rule 606(a)1 Reporting Public Disclosure

Herold & Lantern Investments, Inc. Rule 606

 

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