Education
David Lerner Associates regularly holds free investment seminars throughout the tri-state New York area and in Florida. Sign up to be notified of our next seminar in your area.
Trustworthy
David Lerner Associates maintains the highest standards when it comes to the people we employ. Each Investment Counselor is licensed, is subject to an extensive background check, and receives comprehensive training.
Recent Articles
Paying for College: The FAFSA Now Has a ‘Grandparent Loophole
Accessing financial aid is increasingly vital for many American families when financing a college education. The first step for most college-bound students is to complete the Free Application for Federal Student Aid (FAFSA) to unlock various forms of assistance. “As students wait to apply for financial...
Financial Management Tips for Small Business Owners
Often, the success of your small business stems from your ability to craft your product or service. However, you may need more expertise in other vital aspects of business operation, like financial management, which is the most significant contributor to business failures. Luckily, there are...
Life Insurance Day 2024
When it comes to topics that are often avoided, planning for the future after you're gone is one of the most enormous elephants in the room. Though it may not be a pleasant subject, it's crucial for safeguarding your family's financial future. That’s reason enough...
Small Business Week 2024
For more than five decades, the U.S. Small Business Administration (S.B.A) has celebrated Small Business Week (NSBW), which recognizes the vital contributions that small businesses make to our economy and communities. “Over 50 percent of Americans are either employed by or own a small business, contributing...
Spirit of America Investment Fund
A family of mutual funds designed specifically to complement the portfolios of David Lerner Associates’ clients.
Started in 1998 with the Real Estate Income and Growth Fund, the family has since grown to six funds.