Financial and Investment Information

A Unique Opportunity for Fixed-Income Investors

05/03/2012 - For the first time in our nation's 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?

04/13/2012 - If you’re like 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’re healthy and see no reason to stop working just because you've reached the so-called "retirement age."

Have You Planned Ahead for Your Retirement Lifestyle?

04/09/2012 - 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

More »

REIT Investments

Marriott, Zell share insights, opinions on real estate and cash in hand

01/28/2012 - According to an article in HotelNewsNow.com "Participating in a session at Los Angeles' Nokia Theatre with real-estate guru Sam Zell of Equity Group Investments and moderated by Dale Anne Reiss of DLA Piper/Artemis Advisors, Marriott recalled a time when he learned the never-forgotten lesson about cash in hand."

US Hotel Data Paints Picture of Recovery

01/24/2012 - The opening general session of Americas Lodging Investment Summit in Los Angeles presented the most pressing data points for the U.S. hotel industry - and they point to recovery.

Research Firm Releases Optimistic Forecast for the Hotel Industry

01/09/2012 - STR Global, an independent hotel research firm, has released an optimistic forecast for the hotel industry.

More »

David Lerner Associates News

Response to FINRA Ruling on Muni/CMO Pricing Matter

04/04/2012 - On 4/4/12, David Lerner Associates received the opinion of the FINRA hearing panel on the municipal bond and CMO pricing matter. David Lerner Associates and Mr. Mason will appeal this decision; look forward to vindication at a fair and impartial hearing..

David Lerner Associates Staff Give Blood for Injured FDNY Firefighter

02/02/2012 - The Syosset Fire Department and David Lerner Associates sponsored a blood drive on Tuesday, January 31st, to benefit FDNY Firefighter Robert Wiedmann, who was severely burned while battling a Brooklyn fire in December.

How to Treat Employees Right

12/15/2011 - 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.

More »

Media Coverage

Upcoming Investor Conference will Center on Capital Sources

05/10/2012 - This year’s Meet the Money conference in Los Angeles will focus on where hotel companies can find capital amid the tumult facing the industry today. Hotel investors such as Pebblebrook Hotel Trust, Hospitality Properties Trust and Apple REIT, also will participate

Family Financial Woes Created Investor

05/09/2012 - Brian Jackson found his way to the finance industry after watching members of his own family mismanage their finances. As the White Plains Branch Assistant Manager for David Lerner Associates, he hopes he can help others avoid mistakes.

Even the profits are bigger in Texas

05/04/2012 - Downtown-based Apple REIT Nine last week sold hundreds of acres of natural gas fields in Fort Worth for $198 million. As part of the deal, Apple REIT gets $138.4 million in cash and $60 million in bonds.

More »