David Lerner Associates News, Syosset NY
David Lerner Associates: Why You Could Be on the Hook for Your Parent's Long-Term Care
Call it the new baby boomer challenge, but adult children may very well find themselves legally responsible for the costs of their aging parent’s long-term care.
David Lerner Associates: Why Long-Term Care Insurance Costs Are Up
According to the American Association for Long Term Care Insurance (AALTCI) prices for new long-term care policies increased by as much as 17 percent in 2012.
David Lerner Associates - Black Swan Investing: Counting on Catastrophe
Investors have a name for those once-in-a-blue-moon events that rock investment markets--whether it’s the collapse of the Greek economy or the 9/11 terrorist attacks. Events like these are referred to as Black Swans
David Lerner Associates: 2013 Social Security COLA Less Than Half of 2012 Amount
The Social Security Administration (SSA) announced that the Social Security cost-of-living adjustment (or COLA) for 2013 will be just 1.7% -- less than half of the adjustment that was made for 2012.
David Lerner Associates : Slowing Down in Retirement May Not Be an Option
If a recent survey of middle-class Americans is anything to go by, the age of 80 may very well be the new 65 when it comes to retirement.
David Lerner Associates : Will Your Taxes Go Up In the New Year?
As things stand now many Americans are facing a tax increase beginning in 2013. This pending tax increase has been referred to as "the 2013 fiscal cliff" and "Taxmageddon" by some pundits, who are concerned that it could threaten the fragile economic recovery.
David Lerner Associates Announces the Proposed Sale of Apple REIT Six Inc. to BRE Select Hotels Corp
David Lerner Associates, a financial investment company headquartered in Syosset, NY., recently welcomed the Apple REITs Companies' announcement of the proposed sale of Apple REIT Six, Inc. (the "Company" or "Apple Six"), a real estate investment trust (REIT), to BRE Select Hotels Corp, an affiliate of Blackstone Real Estate Partners VII. The total transaction value, including transaction costs and the assumption or repayment of Apple REIT Six, Inc. debt, is approximately $1.2 billion.
David Lerner Associates to Host Blood Drive at Princeton Branch
The Princeton, N.J. branch of David Lerner Associates, a financial investment company headquartered in Syosset, N.Y., will be hosting a blood drive on Monday, December 10 from 3:00 p.m to 8:00 p.m. All donations will benefit University Medical Center patients
Statement from Joseph C. Pickard, ESQ Senior VP and General Counsel David Lerner Associates Inc.
In the last few years David Lerner Associates has been forced to deal with several FINRA regulatory matters that have been very costly to defend and very distracting to the firm's efforts for its clients. David Lerner and the management of David Lerner Associates have decided it is time to move the company past these distractions and settle with the regulators.
David Lerner Associates to Host Veterans Suit Drive
David Lerner Associates, a financial investment company headquartered in Syosset, N.Y., will be hosting a Veterans Suit Drive in partnership with The Save-A-Suit Foundation.
David Lerner Associates Employees Participate in Blood Drive to Help Fellow New Yorkers
David Lerner Associates, a financial investment company, recently hosted a blood drive in partnership with the New York Blood Center at their corporate headquarters in Syosset, NY.
Princeton Branch of David Lerner Associates to Host Blood Drive
The event is being held in partnership with The University Medical Center of Princeton at Plainsboro (UMCPP), part of the Princeton HealthCare System and will benefit their patients
David Lerner Associates to Sponsor Long Island Philharmonic Concert in East Meadow
David Lerner Associates, a financial investment company headquartered in Syosset, NY, will be sponsoring a free summer concert by the famous Long Island Philharmonic Orchestra at Eisenhower Park in East Meadow.
David Lerner Associates Deems Dennis DeYoung Concert a Huge Success
DeYoung, famous for his work as a founding member and lead singer of the rock band Styx, held his concert at John Burns Park in Massapequa on Friday, July 27. It was the first of three 'Music Under the Stars' events sponsored by that David Lerner Associates and the Town of Oyster Bay.
David Lerner Associates Hosts 3rd Annual Charity Car Show
David Lerner Associates, a financial investments company with corporate headquarters in Syosset, NY, recently partnered up with the Centurion Cruisers Car Club to host the 3rd Annual David Lerner Associates Charity Car Show. The event raised $3,500 to benefit the Nassau-Suffolk Chapter of the Autism Society of America. This amount was matched by David Lerner, resulting in a total donation of $7,000.
The David Lerner Associates Investment Philosophy
The David Lerner Associates investment philosophy is based on the belief that somewhere between the extremes of investments with very low levels of volatility and risk and investments with high degrees of volatility and risk, there lies a sensible middle ground.
David Lerner Named Honorary Chief by Firefighter's Museum
David Lerner, founder of David Lerner Associates, was recently named an Honorary Chief by the Francis X. Pendl Nassau County Firefighter's Museum and Education Center.
David Lerner Associates and Greater LI Running Club Host 21st Annual Police Appreciation Run
David Lerner Associates and the Greater Long Island Running Club (GLIRC) will host the 21st Annual David Lerner Associates Long Island Police Appreciation Run June 14th 2012.
What's 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.
Response to FINRA Ruling on Muni/CMO Pricing Matter
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..