Recent Articles
Passing Down More Than Money: Intergenerational Wealth Transfer vs Wealth Behavior
Intergenerational wealth transfer is underway — but assets alone may not be enough. Explore how financial habits and legacy planning can work together.
The 35th Annual David Lerner Associates 5K Supports Long Island Police
More than 200 runners participated in the 2026 David Lerner Associates Long Island Police Appreciation Run at Eisenhower Park, which supports the Police Crisis Fund.
The Biggest Money Mistakes in Your 20s and How to Avoid Them
Your 20s are the decade where financial habits often form. Money mistakes made in early adulthood can affect your financial future.
Bill Seeks to Fix Roth Rollover Glitch
The Retirement Rollover Flexibility Act aims to correct a U.S retirement-savings glitch. While traditional IRA assets can be rolled into a new employer's plan if allowed, Roth IRA assets cannot.
Spirit of America Investment Funds
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.