What is In a Name?
Since the day the firm was founded nearly four decades ago, David Lerner has stood for honesty and integrity in all his dealings with clients and throughout the investment community.
College Saving and Investing Strategies
Despite the cost, obtaining a college degree may still be a worthwhile goal. According to the U.S. Census Bureau, college graduates earn more money than individuals who just have a high-school diploma.
A Unique Opportunity for Fixed-Income Investors
For the first time in our nation is history it is now possible to buy a municipal bond with a higher credit rating and a higher yield than a Treasury bond.
Working in Retirement: An Option for You
For some people the idea of a full-time retirement might not be very appealing. Maybe you really enjoy what you do for a living, and you are healthy and see no reason to stop working just because you have reached the so-called "retirement age."
Have You Planned Ahead for Your Retirement Lifestyle?
Living the lifestyle you dream of in retirement requires not only years of disciplined saving and wise financial planning and investing, but also the realization that choices and tradeoffs are inevitable
Liquidity and Volatility – Two Different Sides to the Investment Coin
Most investments can be separated into two broad categories with regard to how easy it is for an investor to gain access to his or her money: liquid and illiquid.
David Lerner Associates Syosset N.Y.: History of the Company
Over the course of 38 years David Lerner Associates has grown from a one-man operation to a successful business headquartered in Syosset, New York. They have more than 400 employees and branches in New York, Connecticut, New Jersey and Florida.
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.