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 Announces Upcoming Financial Seminars
David Lerner Associates, a private securities broker/dealer headquartered in Syosset, NY, will be presenting five “Sensible Middle Ground of Investing” financial seminars free of charge to the public in October.
David Lerner Associates News: 5 Financial Goals Before You Reach 40
The 40s are generally considered to be the beginning of middle age. It's a critical stage for setting yourself up financially for the second half of your life
David Lerner Associates: Gambling with your Retirement
Investing (when done right) is a good thing. Gambling, generally speaking, is a bad thing, unless it's done for entertainment purposes with money that you don't mind losing. Retirement funds are not something you want to gamble with.
David Lerner Associates: Five Common Financial Mistakes
Your current financial situation is a combination of every decision relating to money you've made in the past. If you're like most people, you have had very little or no coaching, so you're just learning as you go.
David Lerner Associates: Sound Investment Strategies
Building a healthy investment portfolio requires some well-thought-out strategies and a smart investment mindset. It requires financial literacy. Whether you are a new investor or a seasoned veteran, here are some tips that could improve your chances of a creating a successful investment portfolio.
David Lerner Associates: Lessons from the Richest Women in History
A recent about the richest women of all time used two interesting factors to decide who made the cut. The women had to have taken an active role in building their fortunes. They compared an individual's wealth to total global economic output at the time. The list includes well-known historical figures such as Cleopatra and Catherine the Great, as well as a few current female billionaires.
David Lerner Associates: What to Do With Your Tax Refund
Forty eight million Americans have already received a tax refund from the federal government this year. As tax time approaches, millions more are thinking about what to do with this windfall when it arrives. The latest Bankrate Money Pulse survey shows that there have been some significant changes in what Americans are planning to do with this money this year.
David Lerner Associates: How to Retire Wealthy [INFOGRAPHIC]
If you're under 40, your most valuable asset isn't youthful vigor or a full head of hair. It's time. Retirement is decades away, and contributions to a 401(k) or other retirement plan will have years to compound and grow. Even a modest contribution now will mean a lot more than a larger contribution when you're in your forties and fifties.
Brexit - Stay Calm and Carry On
Britain's vote to leave the European Union seems like it should be a strictly local affair - not something to make Americans nervous. But in fact, it may well have something to do with us.
End of Year Financial Advice
2016 has been a wild year, arguably one of the more interesting years we've seen in recent history. And as the year winds to a close, there are some things to take note of and tie a bow on your financial concerns.
How to Keep Your Finances Stable
Here are some things that can be done to weather a potential financial storm.
Retirement Planning for Couples
Retirement planning is an essential activity in your financial life, but that's all very well if you're just planning for yourself. Here are some tips for couples.
Investing vs. Retirement Planning
Investing may provide handsome returns and may offer a lifestyle of your choosing. The same goes for retirement planning. However, one should never mistake one for the other.