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: Comprehending Investment Terms and Concepts
When you decide to start investing it's always wise to understand what you're investing in. The better you comprehend the information you receive, the more comfortable you will be with the course you've chosen.
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.