David Lerner Associates: Determining net worth
The initial step in the financial planning procedure must be to determine your net worth. Once you figure out your net worth, you will begin mapping out your financial future.
David Lerner Associates: Mutual Fund Fundamentals
We often hear that an investment portfolio should include a mutual fund. But what exactly is a mutual fund?
David Lerner Associates: Mutual Fund Basics
There are many mutual funds to choose from. The two most common types are stock mutual funds and bond mutual funds. Find out more in this article on Mutual Fund Basics.