Education
David Lerner Associates regularly holds free investment seminars throughout the tri-state New York area and in Florida. Sign up to be notified of our next seminar in your area.
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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
Planning for Healthcare Costs in Retirement: What to Consider After 50
As you approach retirement, it’s essential to factor in one of the most significant and often underestimated expenses: healthcare. With rising medical costs and the potential need for long-term care, planning for healthcare expenses is crucial to protecting your retirement savings. Approximately half of U.S. adults...
Essential Financial Strategies for Today’s Young Adults
Young adults face unique financial challenges that require proactive and informed strategies. From managing student debt to building credit and saving for the future, understanding and implementing essential financial strategies is crucial. Let’s take a look at practical financial strategies for young adults to help...
The American Dream: Fading Hope or Evolving Reality?
The American Dream, a cornerstone of our national identity for many years, promises that anyone, regardless of background, can succeed through hard work and determination. Two recent studies show differing opinions about the attainability of The American Dream. Why are there changing views on the American...
Engineering and Art: A Dual Path to Career Success
For years, conventional wisdom has dictated that those seeking lucrative careers should pursue degrees in engineering or other STEM fields, avoiding the arts in favor of a higher earning potential. However, recent research suggests that the best path to career success may lie in combining...
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.