portfolio

portfolio

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: Financial Resolutions In Your 70s
Evey year we make New Year's resolutions. Here are three suggestions for New Year's financial resolutions for individuals in their 70s.

David Lerner Associates: Evaluating Risk Tolerance
All investments have some level of risk, and if you're planning to invest your money, it's important to become familiar with how much volatility you can endure.

David Lerner Associates: Making Portfolio Withdrawals
When planning for retirement income you'll need to determine your portfolio withdrawal rate, decide which retirement accounts to tap first, and consider the impact of required minimum distributions.

Social Security and Your Portfolio
You may be counting on Social Security for your retirement years, but if you're not counting Social Security as a part of your overall asset allocation, you may be missing out on bigger gains in your retirement savings portfolio.

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