Recent Articles
Small Business Week 2024
For more than five decades, the U.S. Small Business Administration (S.B.A) has celebrated Small Business Week (NSBW), which recognizes the vital contributions that small businesses make to our economy and communities. “Over 50 percent of Americans are either employed by or own a small business, contributing...
Your Financial Future: Benefits of Professional Investment Advice
Let's talk about money – what makes our world go around. We all want a comfortable future, but figuring out how to get there can be daunting. That is where a financial professional comes in. The game-changing benefits of working with an investment counselor to craft...
Financial Resilience in 2024: Navigating Retirement
Regarding retirement planning in 2024, the quest for financial resilience takes center stage. Seventeen percent of Americans are over 65. According to the Census Bureau, almost three-quarters (44 percent) of boomers are at retirement age, and millions more will join them soon. Boomers hold over half...
Budgeting Your Way to a Secure Financial Future
The budget is a fundamental tool often overlooked when pursuing financial security and prosperity. Crafting a budget isn't just about tracking expenses; it's about sculpting a roadmap to your financial goals. Here's why having a budget is non-negotiable for securing your financial future: Understanding Your Financial Landscape Before...
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.