Recent Articles
Your Investment Feed: A Guide to Navigating Financial Social Media Content
The same features that make social media accessible can also spread financial misinformation. Explore how social media interacts with investment decisions.
Transitioning From Retirement Saving To Retirement Spending
The retirement transition from saving to spending is one of the least discussed and most consequential shifts in personal finance.
Can AI Replace Working with an Experienced Investment Counselor?
AI makes many tasks convenient but it's role in financial guidance has considerable limitations. Learn how a financial professional can still be right for you.
Social Media, AI, and the Modern Investor: Separating Signal from Noise
An increasing number of investors use social media and AI for investing decisions. Learn to navigate these tools responsibly, understanding both benefits and limits.
Spirit of America Investment Funds
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.