Often, parents and grandparents desire to give money to their children and grandchildren for a wide range of purposes: to help pay for a wedding or honeymoon or buy a first home or automobile, for example. But many people aren’t aware that these gifts to family members could be subject to fed... Read more

David Lerner Associates, a privately-held financial services broker/dealer headquartered in Syosset, NY, announced the launch of the Spirit of America Income & Opportunity Fund (SOAOX), the fifth in the Spirit of America family of mutual funds. The fund, officially launched on Independence Day... Read more

David Lerner Associates Was Exclusive Broker-Dealer for the Apple REIT $1.2 Billion Offering. (Newswire.net --June11, 2013) Syosset, N.Y. –David Lerner Associates, a privately-held securities broker-dealer headquartered in Syosset, NY, recently welcomed the announcement by Apple REIT Six, Inc... Read more