How Important Are Big Winners to Your Portfolio? episode artwork

EPISODE · Nov 22, 2021 · 35 MIN

How Important Are Big Winners to Your Portfolio?

from Enlightenment - A Herold & Lantern Investments Podcast · host Keith Lanton

November 22, 2021, Season 3 Episode 43"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.In this episode Keith wishes everyone a Happy Thanksgiving and discusses some strategies for the end of the year in order to mitigate losses due to taxes. Keith also talks about “The Psychology of Money” by Morgan Housel and a few important lessons from the book. One key lesson is a large percentage of market returns or returns in life in general are driven by only a handful of winners. The episode goes on to discuss current market conditions with a specific focus on decisions made by the Federal Reserve and how they will impact the bond market. Keith is then joined by Brad Harris, Director of Fixed Income, to further 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

Episode metadata supplied by the publisher feed · Published Nov 22, 2021

Embed this episode

November 22, 2021, Season 3 Episode 43 "Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President. In this episode Keith wishes everyone a Happy Thanksgiving and discusses some strategies for the end of the year in order to mitigate losses due to taxes. Keith also talks about “The Psychology of Money” by Morgan Housel and a few important lessons from the book. One key lesson is a large percentage of market returns or returns in life in general are dri...

Distinct summary based on available episode metadata or transcript content.

Ready to play

How Important Are Big Winners to Your Portfolio?

0:00 35:32

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Enlightenment - A Herold & Lantern Investments Podcast?

This episode is 35 minutes long.

When was this Enlightenment - A Herold & Lantern Investments Podcast episode published?

This episode was published on November 22, 2021.

Can I download this Enlightenment - A Herold & Lantern Investments Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!