David Lerner Associates: The Gender Gap in Wealth Management
According to a study that performs research on financial trends in the US, women have made good progress in many areas of financial literacy, but there is still a gender gap when it comes to investment and wealth management.
David Lerner Associates: 6 Reasons to Work with a Financial Professional
No matter what stage of life you are in you could probably benefit from working with a financial professional. Here are six reasons why.
David Lerner Associates: Fighting Fraud And Identity Theft with New Technology
Retailers are finally stepping up their game. The United States in in the process of replacing its current is wipe and sign card technology with a more secure technology called EMV, which is short for Europay Mastercard and Visa.
David Lerner Associates: Raising Capital for Your Business
Every entrepreneur knows that adequate financing is vital to the success of a business. Failure to acquire adequate funding often determines whether a business can get off the ground, not to mention whether it can sustain itself into the future
David Lerner Associates: Identity Theft Fraud Tips
Reports of the rise in identity theft are in the news all the time, yet many people think it will never happen to them. This article contains some helpful tips on how to avoid becoming the victim of identity theft and fraud.
David Lerner Associates: Distribution Funds – Putting Revenue on Autopilot
As baby boomers retire, they begin to focus less on accumulating assets and more on how those assets may be converted into an ongoing stream of income. Distribution funds are one way to simplify that method.
David Lerner Associates: Fraud Tips for Older Americans
David Lerner Associates: Fraud Hits Older Americans Hard. Now that the majority of seniors are active online, scammers are targeting them. Here are some tips to avoid falling victim to their scams.
David Lerner Associates: How to Resolve Retirement Income Shortfalls
Without prudent planning and a commitment to saving now to make that happen, millions of older Americans find themselves with an income shortfall.
David Lerner Associates: Financially Speaking, Women and Men are Different
Women have never been in a better position to achieve financial security for themselves and their families.Women need to take advantage of this position and educate themselves about finances.
David Lerner Associates: Mutual Fund Basics
There are many mutual funds to choose from. The two most common types are stock mutual funds and bond mutual funds. Find out more in this article on Mutual Fund Basics.