Recent Articles
Longevity Challenge: Planning for a Retirement That Could Last 30 Years
Retirement planning is often done for a shorter period than it turns out to be. This gap is far more widespread than most people realize.
A Look at the College Landscape in 2026
The world of higher education is constantly evolving. Here are some key updates for college costs in 2026.
Cybersecurity Risks: Protecting Your Money in the Age of AI and Social Media
Through social media and AI, investment scams are evolving to become more believable and more dangerous. Learn ways to help remain safe online.
Your Investment Feed: A Guide to Navigating Financial Social Media Content
The same features that make social media accessible can also spread financial misinformation. Explore how social media interacts with investment decisions.
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.