David Lerner Associates News

David Lerner Associates: 5 Financial Goals Before You Reach 40David Lerner Associates: 5 Financial Goals Before You Reach 40

04/23/2014 - The 40s are generally considered to be the beginning of middle age. It's a critical stage for setting yourself up financially for the second half of your life

David Lerner Associates: Is a College Degree Still Worthwhile?David Lerner Associates: Is a College Degree Still Worthwhile?

04/15/2014 - Many Americans are starting to question the value of a college degree. A recent study seems to indicate that a college degree is indeed worthwhile.

David Lerner Associates: 2014 Social Security COLA Is.1.5 PercentDavid Lerner Associates: 2014 Social Security COLA Is.1.5 Percent

03/31/2014 - In October the SSA announced that the Social Security Cost-of-Living (COLA) in 2014 will be 1.5 percent, down slightly from the 1.7 percent increase in 2013.

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Retirement Planning Information

In Your 50s: Making a Final Retirement Savings PushIn Your 50s: Making a Final Retirement Savings Push

04/10/2014 - As they have started to become more health conscious, eating better and exercising more, many 50-somethings are feeling a lot better than they thought they would at this age. This has prompted the mantra among many that "50 is the new 40."

Retirement Choices: It’s Up to YouRetirement Choices: It’s Up to You

04/06/2014 - Recent generations of Americans have been raised to believe that retirement is the ideal end game for their life. You’ll work hard for 40 years or so and then when you reach that magical age of 65, you’ll enter your “golden years”

The Retirement Disconnect: Confidence Doesn’t Mirror PracticesThe Retirement Disconnect: Confidence Doesn’t Mirror Practices

04/02/2014 - Despite increased confidence in their ability to retire Americans in general are no more likely to have saved any more money for retirement this year than they did last year.

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Financial Literacy Information

David Lerner Associates: Should Muni Bonds Be Held in Retirement Accounts?David Lerner Associates: Should Muni Bonds Be Held in Retirement Accounts?

05/30/2013 - When considering what kinds of investments should be held in their retirement portfolios, many people usually don't think about municipal bonds.

Social Security COLA Announced For Next YearSocial Security COLA Announced For Next Year

12/27/2012 - Remember the advertising campaign for 7-UP that referred to the soft drink as the "un-cola?" Some retirees may be saying the same thing about the Social Security cost-of-living adjustment for 2013 that was recently announced.

How Your Taxes Might Increase Next YearHow Your Taxes Might Increase Next Year

12/24/2012 - Unless Congress takes further action before the end of this year many Americans will be facing a tax increase beginning in 2013. Some pundits have referred to this pending tax increase as "the 2013 fiscal cliff."

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REIT Investments

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.

Considering a REIT? Do Your Homework FirstConsidering a REIT? Do Your Homework First

01/06/2013 - One type of investment that can sometimes, though not guaranteed, provide distributions to investors is commercial real estate. This may include regional shopping malls, apartments, office buildings, shopping centers and hotels.

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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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