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David Lerner Associates: The Sensible Middle Ground of Investing

David Lerner Associates: The Sensible Middle Ground of Investing

09/02/2015 - Investors in the stock market have been on somewhat of a roller-coaster ride recently. It is one thing to experience the thrill of a sudden drop at the fairground but quite another when it’s your investments that take a tumble. We believe in something that we call the ‘sensible middle ground of investing.'

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David Lerner Associates News

Apple Hospitality REIT, Inc. Acquires Courtyard by Marriott in San Diego, CAApple Hospitality REIT, Inc. Acquires Courtyard by Marriott in San Diego, CA

09/03/2015 - Apple Hospitality REIT, Inc. (NYSE: APLE) ("Apple Hospitality" or the "Company") today announced that it has closed on the previously announced acquisition of a 245-room Courtyard by Marriott in San Diego, CA for a purchase price of $56 million, or approximately $229,000 per key

3 Ways to Graduate Debt Free3 Ways to Graduate Debt Free

08/28/2015 - Over the past ten years, the cost of a college education in America has gone up very year. Hillary Clinton recently announced a proposed student loan reform as part of her campaign.

College Savings - Think AheadCollege Savings - Think Ahead

08/26/2015 - More than 20 million young Americans are headed off to college this month. According to the 2015 Sallie Mae How America Pays for College report, a national study of college students and parents, families spent on average $24,164 for college in the academic year 2014-2015

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Retirement Planning Information

The American Retirement CrisisThe American Retirement Crisis

08/31/2015 - The growth in the older age group has changed the face of the U.S. workforce. The share of workers age 55 and over hit 22.2 percent in July 2014, according to data released by the Bureau of Labor Statistics. That’s the highest since record-keeping began in 1948

The Retirement Income Gender GapThe Retirement Income Gender Gap

08/04/2015 - One of the most important factors is retirement planning is to figure out your retirement income needs. There are many reasons why women are more likely than men to face a retirement income shortfall.

Moving from Work to RetirementMoving from Work to Retirement

07/21/2015 - As you near retirement age there are a lot of decisions to be made. The most important one is whether you can afford to retire, and if so, at what age?

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Women's Financial Literacy

The Difference Between Growth Investing and Value Investing The Difference Between Growth Investing and Value Investing

03/30/2015 - When you invest for growth, you are usually seeking capital appreciation over the long term A value investor looks for bargains, and chooses investments that have low prices in relation to such factors as earnings, sales, net current assets, and the book value of the issuing companies.

Comprehending Investment Terms and ConceptsComprehending Investment Terms and Concepts

03/15/2015 - There are some fundamental principles you should understand when evaluating an investment opportunity or making an investment decision. The most important principle is simply good common sense.

How to Create a Family EndowmentHow to Create a Family Endowment

02/25/2015 - A family endowment is something that may benefit everyone in a family - including you. The goals of an endowment are simple. Accumulate enough assets to allow you to live comfortably off the income during retirement and to maintain and preserve the principle for your loved ones and future generations.

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