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It's Officially Tax Loss Harvesting Season !!
Manage episode 307303754 series 2868403
Nội dung được cung cấp bởi Keith Lanton. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Keith Lanton hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
November 15, 2021, Season 3 Episode 42
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
On November 8, 2021, there was no podcast.
Keith discusses the ins and outs of tax-loss harvesting, especially with respect to bonds since with interest rates rising, that's where one may find some losses to offset taxable gains. He then reviews current financial conditions, stocks making news, and more.
Brad Harris, Director of Fixed Income, joins Keith to give us a brief 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 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-form
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