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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.
Recent Articles
How to Manage Student Loan Debt While Planning for the Future
For many Americans, student loan debt is a heavy financial burden that follows them well into adulthood. As of mid-2024, student loan debt in the U.S. stood at an eye-popping $1.74 trillion. This reality can feel daunting, especially for recent graduates eager to build their financial...
8 Financial Lessons from Great Presidents
Presidents’ Day is a time to honor the leaders who have shaped the history of the United States. While much of the focus is on their leadership in politics, war, and diplomacy, many of our Presidents’ also demonstrated financial wisdom that can serve as timeless...
Scholarships vs. Grants: How to Maximize College Financial Aid Opportunities
The cost of higher education continues to rise, leaving many students and their families searching for ways to fund their academic dreams without accumulating overwhelming debt. Scholarships and grants are two of the most attractive financial aid options because they provide free money that doesn’t need...
Financial Aid Awareness Makes Higher Education More Accessible
February is Financial Aid Awareness Month, a time dedicated to informing college students about the many opportunities available to make higher education more accessible and affordable. The cost of attending colleges and universities has skyrocketed over the past few decades. The average cost of college...
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.