David Lerner Associates: What is the Future of Social Security?
The future of Social Security has received a lot of publicity lately, especially when the candidates for President of the United States debated each other about how they would propose solving the looming problem of potential Social Security insolvency.
David Lerner Associates: What Is "Operation Twist"?
Over the years the investing world has come up with some unique and creative names to describe various investment and economic scenarios. Operation Twist refers to a current Federal Reserve monetary policy in which the Fed purchases long-term bonds and sells short-term bonds in an effort to bring down long-term interest rates and stimulate economic growth.
David Lerner Associates: Protect Yourself from Identity Theft
It has been called the "crime of the 21st century." We’re talking about identity theft, which has become one of the fastest growing crimes in the U.S., according to the Identity Theft Resource Center.
David Lerner Associates: Don't Overlook These Tax Deductions and Credits
Tax time is right around the corner. Now is the time to start getting all your tax materials and paperwork in order so you won't be scrambling the week before April 15.
David Lerner Associates: Five Things You Should Share With Your Investment Advisor
The more information you share with your investment advisor about your personal financial situation, the more equipped your advisor will be to help you meet your financial and investment goals.
David Lerner Associates: Tax Law Patches the AMT Permanently
The payroll tax holiday that was in effect for 2011 and 2012 was not extended for 2013 and as a result, most workers' take-home pay is now lower than it was at the end of 2012.
David Lerner Associates Sponsors Long Island Philharmonic Summer Concert Series
David Lerner Associates is proud to mark their fifth year of sponsoring the Long Island Philharmonic and its Summer Concert Series, Music Under the Stars.
The Trap of the Lawsuit Frenzy
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.
How to Treat Employees Right
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.
David Lerner Associates Staff Give Blood for Injured FDNY Firefighter
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.
David Lerner Associates: Grandparents and College: Be Careful not to Jeopardize Financial Aid
As we discussed in a recent article, some families are turning to grandparents to help ease the burden of paying for a college education.
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..
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 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.
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 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.
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: Four Common Investing Mistakes to Avoid
As you formulate your investing strategies for the year, it might be helpful to think about some investing moves that you probably shouldn't make.
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.
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 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
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 : 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 : 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: 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 - 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: 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: 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 : The College Debt Dilemma - Avoid Debt In the First Place
Many families depend on student loans in order to send their children to college. A better option for many students and families is to try to avoid student loan debt in the first place.
David Lerner Associates: Does it Cost More to Be a Woman?
Women face a number of financial challenges that appear to be unique to their gender. These go beyond earnings-an area where, according to the U.S. Census Bureau women still tend to lag behind men, on average - to the area of credit card management and even everyday purchases.
David Lerner Associates: Gender Differences- does it cost more to be a woman?
Does it cost more money to be a woman in the U.S. today than it does to be a man? A study conducted earlier this year by the FINRA Education Institute suggests that in a couple of areas the answer may be yes.
David Lerner Associates: Women and Financial Literacy
Recent studies indicate that we may be facing a financial literacy crisis in the United States today. This is somewhat ironic, given that the world of finance and investing is arguably more complex today than ever before.
David Lerner Associates: The Crisis in Women’s Financial Literacy
The word "crisis" seems to be used very loosely today, but it might be the right word when it comes to the current state of financial literacy among U.S. adults.
David Lerner Associates: How to Close the Financial Literacy Gap
One of the most concerning findings of the Financial Finesse study is a reversal in what was a positive trend with regard to women paying off credit card debt. Between 2009 and 2011, women made steady progress in paying off credit card debt in full, but this trend changed course earlier this year.
David Lerner Associates: Financial Literacy, the Gender Gap
This is the third in a series of articles discussing the importance of financial literacy for women.Several recent studies have suggested that there may be a significant “gender gap” between men and women when it comes to financial literacy. This may even include women with college degrees.
David Lerner Associates: Beyond Politics - Women and Financial Literacy
There is one topic some people say hasn't received a lot of attention from either party during the political season -- the "gender gap" between men and women when it comes to financial literacy.
David Lerner Associates: Retirement Plan Contribution Limits Increasing for 2013
Each year the federal government considers making inflation adjustments to the maximum amount of money that can be contributed annually to qualified retirement plans like Individual Retirement Accounts (IRAs) and 401(k)s. The IRS announced that the annual contribution limit for IRAs would be increasing in 2013 for the first time in five years.
David Lerner Associates : Ready for Retirement?
In 2011 the first wave of baby boomers hit the traditional retirement age of 65. Over the next 19 years another 10,000 baby boomers will turn 65 every day, according to the Pew Research Center
David Lerner Associates: Inheriting a Retirement Account
Inheriting a retirement account can feel like winning the lottery. That's the good news. The bad news is that not following the hard-and-fast rules governing inherited retirement accounts can result in much of that windfall going to the taxman.
David Lerner Associates: 13 Smart Financial Steps to Take in 2013
At this time of the year every year many Americans dutifully make their New Year's Resolutions. Unfortunately, many have already broken or forgotten about them before the calendar turns to February.
David Lerner Associates Announces the Sale of Renowned Turner Watercolor
Joseph Mallord William Turner's watercolor 'Hampton Court Palace' (1829) was sold for $1,666,000.00 by The Great Art Fund III, LLC. David Lerner Associates was the sole placement agent.
David Lerner Associates: Should You Buy or Rent Your Home?
Home ownership has often been called "the American dream." But this dream turned into a nightmare for many Americans a few years ago when the real estate bubble burst and housing prices plunged in many areas of the country.
David Lerner Associates: QE, QE2, QE3 -Deciphering the Code
You may have heard these terms used recently when it comes to the economy but have no idea what they mean. If so, don’t feel bad --outside of economists and professional investors, many Americans are fuzzy about their actual meaning and relevance.
David Lerner Associates Class Action Lawsuit Dismissed
David Lerner Associates, Inc. a privately-held securities broker/dealer based in Syosset, NY, announced today the complete dismissal of the class action lawsuit In re Apple REITs Litigation 11-cv-02919 (E.D.N.Y). The court dismissed all federal securities law claims as well as the state law claims against David Lerner Associates. Inc.
David Lerner Associates: Will Social Security Support You In Retirement?
Since it was originally established in 1935 under the administration of Franklin D. Roosevelt, Social Security has undergone a number of revisions that reflect changes in the make-up of American society.
David Lerner Associaties: Are You Robbing Retirement to Pay for College?
Many families today are faced with two competing long-term financial goals: saving for retirement and saving for their children's college educations.
David Lerner Associates: Seven Things You Might Not Know About Medicare
You probably know that Medicare is the federal government's health insurance program for Americans who are 65 years of age and over.
David Lerner Associates : How Grandparents Can Help Save For College
With the cost of college continuing to rise faster than the rate of inflation, getting a college degree has become increasingly difficult for many American families. Some families are turning to grandparents to help ease the college savings financial burden
David Lerner Associates: Six Vital Documents All Adults Should Possess
Part of being a "grown-up" is making sure that you have in your possession a variety of important documents.
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