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
May is Older Americans Month
Older Americans Month (OAM) is a time to celebrate the contributions and achievements of past and current older adults in our society. It's a month set aside to recognize older Americans' wisdom, resilience, and experience, shedding light on issues that impact their well-being, aiming to guarantee...
The Rise of Personal Finance Education in High Schools
In recent years, there has been a notable shift in the landscape of high school education across the United States. While math and science have long been staples of the curriculum, there's a new subject gaining traction: personal finance. Let's look at how personal finance...
Money Stress Can Affect Your Health
While various factors can trigger headaches, one significant contributor that often goes overlooked is financial and money stress. There is a strong connection between money issues and stress, which can significantly affect your health. The Impact of Financial Stress on Health Financial stress occurs when individuals feel...
Designating a Beneficiary for Life Insurance
A beneficiary is the person or entity you name (i.e., designate) to receive the death benefits of a life insurance policy. Some states require that your beneficiary have an insurable interest in your life or be related to you (at least at the time the...
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.