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.
Trustworthy
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
Tax-Smart Investing: A Beginner’s Guide to Maximizing Returns
Navigating the world of investments can be daunting, especially when considering the impact of taxes on your returns. However, with the right guidance, tax-smart investing becomes more accessible....
Debt Awareness Week – March 25-31
Amid a cost of living crisis, with escalating prices for basic necessities, it's evident that many households across the US will face financial challenges in 2024. Yet, our research indicates that many don't seek assistance due to a lack of understanding about debt awareness week...
SECURE 2.0 Provides New Retirement Savings Options in 2024
The SECURE 2.0 Act, passed in December 2022, made wide-ranging changes to U.S. tax laws related to retirement savings. While some provisions were effective in 2023, others did not take effect until 2024. Here is an overview of some important changes for this year....
6 Ways to Plan Out Your Summer
Summer is almost here! For many Americans, the season presents the ideal opportunity to escape the hustle and bustle of everyday life and indulge in some much-needed relaxation. But with so many things to do, where do you start to plan out your summer? As a parent,...
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.