Financial and Investment Information

Can You Increase Yields in a Low Rate Environment?

02/14/2012 - While low interest rates tend to be good news if you carry consumer debt or if you’re shopping for a mortgage, they’re not such great news if you’re a fixed-income investor seeking a steady stream of income to meet your living expenses during retirement

SEP-IRAs - A Retirement Plan Option for Small Businesses

02/08/2012 - A SEP-IRA is a low-cost, easy-to-administer retirement plan that's often ideal for owners of small businesses and self-employed individuals. Sole proprietorships, S and C corporations, partnerships and LLCs all may qualify to establish a SEP-IRA.

Roth IRAs - Making A Good Thing Better

01/28/2012 - In 1997, Congress made a good thing better when it created a new type of retirement savings account, the Roth IRA. Named after Senator William Roth, who introduced the legislation that created them.

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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.

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David Lerner Associates News

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.

The Trap of the Lawsuit Frenzy

10/19/2011 - We live in a very litigious society. Every day the courts are choked up with a plethora of suits filed against individuals, companies, and even the government.

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Media Coverage

Apple REITs Hire Citigroup as Financial Adviser for Proposed Merger, Listing

02/06/2012 - Apple REIT Eight Inc., one of four non-traded REITs sponsored by hotelier Glade M. Knight that have proposed merging, has hired Citigroup Global Markets Inc. as financial adviser for the proposed transaction.

Blood drive to help injured firefighter Wiedmann

01/30/2012 - The Syosset Fire Department and David Lerner Associates, Inc. are teaming up for a blood drive Tuesday from 2 p.m.-8 p.m. for injured FDNY firefighter Robert Wiedmann.

Trading Day: Inside the SEC filings for 11.17.2011

11/22/2011 - Third quarter profits for Apple REITs reported in the Richmond Business Journal

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