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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.
In this article, we delve into the key reasons why, despite women having better saving habits (consistently enrolling in their plans at higher rates and contributing a bigger cut of their paychecks) , they tend to have less 401(k) savings on average....
In this article, we explore the versatility and potential of a 529 College Savings Plan, shedding light on the essential expenses it covers and ensuring that your loved ones have the necessary financial support to thrive during their college years....
College savings accounts, like 529 Plans and Coverdell ESAs, let you save money for education with tax benefits. When used for qualified expenses such as tuition and books, withdrawals are tax-free. Choose the right account, watch your savings grow, and ensure a smoother path to...
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.