David Lerner Associates: "Qualified plan" – What does it mean?
There are numerous different types of qualified plans, but they all fall into two categories. The advantages you receive from the plan depend upon investment performance.
David Lerner Associates: Managing Periods of Crisis
Smart planning is the key to effectively handling periods of crisis. Whether you are planning ahead or dealing with a crisis now, take control. Here are some tips.
David Lerner Associates: How can I defend myself from identity theft?
The most effective way to protect yourself from identity fraud is to try to prevent it from happening in the first place. Here are some tips.
David Lerner Associates: Leaving a Legacy
You have worked hard over the years to build up wealth, and you probably find it comforting to know that the assets you leave behind will continue to be a source of support for your family.
David Lerner Associates: Evaluating Risk Tolerance
All investments have some level of risk, and if you are planning to invest your money, it is important to become familiar with how much volatility you can endure.
David Lerner Associates: Is Bitcoin Just a Trend or the Future of Currency?
It is hard to use a currency when you are not sure from day to day whether the amount in your virtual wallet is worth enough to buy a Range Rover or a tank of gas.
David Lerner Associates: Making Sense of Bond Yields and the Yield Curve
When it comes to investing in bonds, among the first factors to consider is yield, but what exactly is "yield?" The answer depends on how the term is being used.
New FINRA Report: Financial Fraud Is On the Rise
Even though fraud solicitations are widespread many say they cannot identify classic red flags of financial fraud.
David Lerner Associates: Inherited IRAs and Bankruptcy
Since the enactment of the Bankruptcy Abuse Prevention and Consumer Protection Act in 2005, individual retirement accounts (IRAs) have been safeguarded under federal law if you declare bankruptcy.
Spirit of America Launches Energy Fund
Spirit of America is New Energy Mutual Fund is offered exclusively at David Lerner Associates, a privately-held securities broker dealer headquartered in Syosset, New York.