Recent Articles
September is College Savings Month
September is not just about back to school; it's also College Savings Month! If you still need to start saving for post-high school education, this is an ideal moment to reflect on the importance of saving and investing in your kids’ or grandkids’ education. As higher...
The World According to Poppy: What Essentially Causes Inflation?
“I went to the supermarket and bought two bags of groceries—it cost over $200!” “I filled up my gas tank the other day, and it cost over $75!” “We recently dined at a steakhouse, and the restaurant charged $175 for a steak!” “We recently visited a fast food...
Annuitized Income Retirees Spend Twice as Much as Those Without
Planning for retirement involves making many critical decisions. Among the most crucial is structuring your retirement income. A recent analysis by the Alliance for Lifetime Income’s Retirement Income Institute (RII) suggests that retirees who annuitize their income tend to spend twice as much as those with...
National Grandparents Day 2024
National Grandparents Day is more than just a special occasion to celebrate these cherished family members who bring wisdom, love, and joy into our lives. It’s also an opportune moment to think about the future, specifically regarding estate planning and how grandparents can effectively pass wealth...
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.