David Lerner Associates News

Savings are Up

9 Jul 2020 -

While the pandemic has influenced the economy both in the U.S. and abroad, surprisingly, many folks have found themselves saving more than ever before.


Form CRS: Helping You Understand the Financial Professional Relationship

2 Jul 2020 -

A new requirement by the Securities and Exchange Commission (SEC), the form is designed to help you clearly understand the nature and cost of services you receive from your financial professional.


The Future of College

25 Jun 2020 -

For students and colleges alike, the coronavirus lockdown has caused a massive disruption in the financial “norm” of higher education


Finance Gaps

23 Jun 2020 -

The fight for pay equality has been one that made some significant leaps forward in the past years, but we are by no means on equitable footing just yet.


What’s Next for America?

18 Jun 2020 -

The way we move forward from this pandemic into the rest of the year will dictate how soon we are all able to get back to business and plan for our future.


Teaching Your Kids about Financial Literacy

11 Jun 2020 -

In addition to finding new board games and letting them play Fortnite all day, why not take this opportunity to share some knowledge with your children about financial literacy. 


Coronavirus, Small Business, and Government

8 Jun 2020 -

The SBA (U.S. Small Business Administration) is one of the key programs created by Congress to help small businesses and their workers get through this crisis, but it is almost out of cash.


Coronavirus: How to budget

4 Jun 2020 -

If you are having to stretch your finances during the coronavirus pandemic you may want to work out a tight budget  


Investment Fraud in America

21 May 2020 -

The FTC (Federal Trade Commission) estimates that millions of Americans are victims of consumer fraud each year. Older investors are a favorite target of fraudsters who focus on investments.


Boomers Staying Connected

19 May 2020 -

The Coronavirus crisis has affected millions, but Boomers have been hit harder in more ways than one. Staying connected is more important than ever.


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  • Press Contacts

    Jake Mendlinger
    Account Manager
    Zimmerman/Edelson
    516.829.8374 X 232
    jmendlinger@zimmed.com

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