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.
2013: David Lerner Associates Offers Smart Financial Steps for the New Year
2013 has just begun. Many Americans dutifully made their New Year is Resolutions in January, but many have already broken or forgotten about them before the calendar turns to February.
David Lerner Associates: How to Close the Financial Literacy Gap
One of the most concerning findings of the Financial Finesse study is a reversal in what was a positive trend with regard to women paying off credit card debt. Between 2009 and 2011, women made steady progress in paying off credit card debt in full, but this trend changed course earlier this year.
David Lerner Associates: Financial Literacy, the Gender Gap
This is the third in a series of articles discussing the importance of financial literacy for women.Several recent studies have suggested that there may be a significant gender gap between men and women when it comes to financial literacy. This may even include women with college degrees.
David Lerner Associates: The Crisis in Womens Financial Literacy
The word "crisis" seems to be used very loosely today, but it might be the right word when it comes to the current state of financial literacy among U.S. adults.
David Lerner Associates: What Is "Operation Twist"?
Over the years the investing world has come up with some unique and creative names to describe various investment and economic scenarios. Operation Twist refers to a current Federal Reserve monetary policy in which the Fed purchases long-term bonds and sells short-term bonds in an effort to bring down long-term interest rates and stimulate economic growth.
David Lerner Associates: What is the Future of Social Security?
The future of Social Security has received a lot of publicity lately, especially when the candidates for President of the United States debated each other about how they would propose solving the looming problem of potential Social Security insolvency.
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.