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Sep 18, 2024 · by David Lerner Associates. A mid-retirement check is essential for ensuring a comfortable and secure retirement. This assessment involves evaluating various aspects of your life, from household chores and health concerns to financial adjustments and estate planning.
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Aug 30, 2024 · How AI is Affecting Your Retirement Portfolio. August 30, 2024. by David Lerner Associates. While some investors are using Artificial Intelligence (AI) to crunch data, another interesting phenomenon exists in the financial markets. AI is having a significant effect on several investment sectors.
4 days ago · Here are the top five trends in higher education this year. “As higher education adapts to these emerging trends, it’s crucial for institutions to remain flexible and responsive to the needs of their students.”. According to David Beckerman, Senior Vice President, Investments, David Lerner Associates, “Embracing technology, supporting ...
Sep 17, 2024 · Energy Resources 12 LP, issued by David Lerner Associates, is an investment vehicle specifically designed to provide individual investors access to the oil and gas industry within the United States. The primary focus of the fund is on acquiring both producing and non-producing oil and gas properties with development potential.
3 days ago · Erez Law is currently investigating David Lerner Associates, Inc. broker Joanne Farace (CRD # 4837013) related to accusations of unsuitable investment recommendations. She has been registered with David Lerner Associates, Inc. in Lawrenceville, New Jersey, since 2004.
23 hours ago · 1047 21st Ave, Columbus, OH 43211 is a 1,836 sqft, Studio Multi-Family Home listed for $160,000. Say hello to your next investment property! It's fully occupied, has hardwood floors, a front porch, full basements, full...
Sep 8, 2024 · Douglas Revello is the Senior Vice President and Portfolio Fund Manager of Spirit of America High Yield Tax-Free Bond Fund (SOAMX) at David Lerner Associates, Inc (DLA).
