Recent Articles
Can you trust financial advice from social media?
We’re living in a digital world. One of the benefits of this new digital world is access to information. Financial advice and investment advice are more abundant than ever, thanks to financial website apps and social media platforms. From TikTok to Twitter, it’s easy to...
Financial Harmony: Budgeting and Communication in Relationships
Money is often cited as one of the main reasons couples argue and sometimes split. However, like many other aspects of relationships, effective communication can mitigate conflicts and foster understanding. By establishing a clear budget and aligning spending and saving priorities, couples can navigate financial...
Maximizing Retirement Spending: A U-Shaped Curve Approach
When we think about retirement, we often imagine a time of relaxation and enjoyment after years of hard work. But have you ever considered how your spending might change during retirement? Retirement spending often follows a U-shaped curve, meaning it starts high, dips in the...
Navigating Retirement as an Older American
Retirement marks a significant milestone in life, offering opportunities for rest, relaxation, and pursuing passions. However, navigating retirement as an older American requires careful planning and consideration to ensure fulfilling golden years. This article explores essential tips and strategies for older Americans to maximize their retirement...
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.