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David Lerner Associates: Mutual Fund Fundamentals

David Lerner Associates: Mutual Fund Fundamentals

12/19/2014 - We often hear that an investment portfolio should include a mutual fund. But what exactly is a mutual fund?

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David Lerner Associates News

David Lerner Associates: Financial Considerations for Family CaregiversDavid Lerner Associates: Financial Considerations for Family Caregivers

12/12/2014 - Caring for your aging parents is not only an emotional burden it may also be a financial one. It will depend on how well off your parents are and how much caring for them costs.

David Lerner Associates: Managing Money and MarriageDavid Lerner Associates: Managing Money and Marriage

12/11/2014 - Planning carefully and communicating clearly with your spouse are important, because the financial decisions that you make now can have a lasting impact on your future.

David Lerner Associates: Family Care Support and ServicesDavid Lerner Associates: Family Care Support and Services

12/05/2014 - Caring for your aging parents will be easier if you know what kinds of support and community services are available and where to locate them.

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Retirement Planning Information

David Lerner Associates: Small Business Retirement PlansDavid Lerner Associates: Small Business Retirement Plans

10/14/2014 - If you own a small company and you haven't established a retirement savings plan, Retirement Savings Week is a perfect time to review the situation. A retirement plan can assist you and your employees save for the future.

Saving for retirement: How late is too late?Saving for retirement: How late is too late?

08/07/2014 - Ideally you should begin saving for retirement in your 20s. The more time you have to save the better your chances of having the kind of retirement lifestyle you desire.

Planning to Work During RetirementPlanning to Work During Retirement

07/24/2014 - As employees near retirement age, more and more plan to work at least some of the time during the course of their retirement years.

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Financial Literacy Information

Your Lifestyle After RetirementYour Lifestyle After Retirement

08/13/2014 - Have you given any thought to how your lifestyle might change after retirement? You may be the kind of person who loves their lifestyle and would want it to remain the same once your working years have ended

How to Create a Family EndowmentHow to Create a Family Endowment

11/01/2013 - A family endowment is something that may benefit everyone in a family - including you. The goals of an endowment are simple. Accumulate enough assets to allow you to live comfortably off the income during retirement and to maintain and preserve the principle for your loved ones and future generations.

Investing Basics: What You Should KnowInvesting Basics: What You Should Know

09/26/2013 - This is the fourth in the series of articles discussing financial literacy and what this means for Americans in the 21st century. Once you have earned money there are four main things that you can do with it: Spend it, save it, invest it or give it away.

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REIT Investments

Apple Hospitality REIT, Inc. Recommends Rejection of Unsolicited, Opportunistic Tender Offer by Affiliates of MacKenzie Capital Management, LPApple Hospitality REIT, Inc. Recommends Rejection of Unsolicited, Opportunistic Tender Offer by Affiliates of MacKenzie Capital Management, LP

06/02/2014 - Apple Hospitality REIT, Inc. (“Apple Hospitality”) has been notified of an unsolicited tender offer by a group of entities affiliated with MacKenzie Capital Management, LP (collectively the “Bidders”) to purchase up to 19 million common shares (“Shares”) of Apple Hospitality at a price of $7.00 per Share

Apple REITs oppose firmApple REITs oppose firm's tender offer

09/24/2013 - Richmond-based Apple REIT Seven Inc. and Apple REIT Eight Inc. advised stockholders Monday to reject a tender offer made by a firm trying to buy up to about a 1.1 percent stake in each company.

Positive Forecasts For Hotel Industry May Bode Well for REIT InvestorsPositive Forecasts For Hotel Industry May Bode Well for REIT Investors

01/12/2013 - Bright days may be ahead for the U.S. lodging industry, which is projected to enjoy gains in occupancy, average daily rate (ADR) and revenue per available room (RevPAR) this year and next, according to new forecasts from industry researchers.

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Media Coverage

Material contained in the below links is provided for information purposes only and is not intended to be used in connection with the evaluation of any investments offered by David Lerner Associates, Inc. (DLA). This material does not constitute an offer or recommendation to buy or sell securities and should not be considering in connection with the purchase or sale of securities.

 Apple REIT Six OKs merger with Blackstone fund Apple REIT Six OKs merger with Blackstone fund

05/11/2013 - The nontraded-REIT party is getting ready to kick off as Apple REIT Six Inc. said yesterday that its shareholders had approved a definitive merger agreement with BRE Select Hotels Corp., an affiliate of Blackstone Real Estate Partners VII. The merger is expected to close May 14.

Apple REIT Six Shareholders Approve Definitive Merger Agreement with an Affiliate of Blackstone Real Estate Partners VIIApple REIT Six Shareholders Approve Definitive Merger Agreement with an Affiliate of Blackstone Real Estate Partners VII

05/10/2013 - Apple REIT Six, Inc. (the “Company” or “Apple Six”), a real estate investment trust (REIT), announced today that the definitive merger agreement to be acquired by BRE Select Hotels Corp, an affiliate of Blackstone Real Estate Partners VII, has been approved by the Company’s shareholders, with approximately 97 percent of the votes cast voting in favor of the transaction.

White Lodging Named the "Apple REIT Companies Management Company of the Year" for 2012White Lodging Named the "Apple REIT Companies Management Company of the Year" for 2012

04/23/2013 - White Lodging is pleased to announce it was awarded the "Apple REIT Companies Management Company of the Year" earlier this month. The award marks the second time White Lodging has won the recognition out of the three years the award has been presented. The previous win was in 2010.

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