David Lerner Associates News
03/05/2014 - As we enter the height of tax-filing season be on the alert for another kind of identity theft: tax identity theft. Here thieves try to steal your personal information in order to submit fraudulent tax refund claims with your information on them to the IRS
02/28/2014 - Municipal bonds have long been popular investments among some individuals due to their tax-free status and income-generating properties. Earnings from muni bonds are generally exempt from federal income tax, as well as state and local income tax for residents in the state in which they live.
02/26/2014 - David Lerner Associates identifies five key areas that can be "powered up" by plugging into a "life insurance generator".
Financial Literacy Information
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.
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.
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."
Retirement Planning Information
03/01/2014 - In the 2014 State of the Union address President Obama announced that a new type of retirement account would soon be made available to U.S. workers - myRA.
02/18/2014 - If you're married and plan to stay that way for the long term, it's important that your retirement savings strategies reflect this. Retirement savings strategies for married couples may differ from strategies for single individuals.
02/12/2014 - Elite athletes train for most of their lives to compete in the Olympics and similarly, it takes many years of planning, dedication and discipline in order to help ensure a financially secure retirement.
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.
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.
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.
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.
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 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.
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.