David Lerner Associates: Financial Resolutions in Your 30s
This is the time of year when many people make their New Year is resolutions. Take the time to also make a few financial resolutions...
David Lerner Associates: The Importance of Building an Emergency Savings Fund
Many personal financial planning experts suggest that individuals make building an emergency savings fund one of their top financial priorities, More than a quarter of Americans do not have any emergency savings at all....
David Lerner Associates: Many U.S. Seniors Facing Severe Income Shortages
A recent analysis of data from the U.S. Census Bureau indicates that seniors in every state except for two are living off of incomes that are lower than the level of retirement income that many financial planners often recommend....
David Lerner Associates: Are you living beyond your means?
A report recently released by the U.S. Census Bureau paints a mixed picture when it comes to household debt in the U.S..On the positive side, the percentage of households holding some form of debt declined between 2000 and 2011 from 74 percent to 69...
David Lerner Associates: Should You Buy or Rent Your Home?
Home ownership has often been called "the American dream." But this dream turned into a nightmare for many Americans a few years ago when the real estate bubble burst and housing prices plunged in many areas of the country....
David Lerner Associates: Five Things You Should Share With Your Investment Advisor
The more information you share with your investment advisor about your personal financial situation, the more equipped your advisor will be to help you meet your financial and investment goals....
David Lerner Associates – Black Swan Investing: Counting on Catastrophe
Investors have a name for those once-in-a-blue-moon events that rock investment markets--whether its the collapse of the Greek economy or the 9/11 terrorist attacks. Events like these are referred to as Black Swans...
Forbes Article: Financial Advice for Sensible Investing
You dont gamble with your rent or grocery money. Thats the basic tenet of David Lerner Associates, a Long Island-headquartered financial investment firm....
How to Treat Employees Right
David Lerner Associates recently placed near the top of a list of best places to work in New York State, based on surveys of company employees, workplace practices, and other pertinent information....