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David Lerner Associates: The difference between Growth Investing and Value Investing

David Lerner Associates: The difference between Growth Investing and Value Investing

03/25/2015 - When you invest for growth, you are usually seeking capital appreciation over the long term. A value investor looks for bargains, and chooses investments that have low prices in relation to such factors as earnings, sales, net current assets, and the book value of the issuing companies.

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David Lerner Associates News

David Lerner Associates: Charitable DeductionDavid Lerner Associates: Charitable Deduction

03/17/2015 - The charitable deduction allows you to take off the value of property you offer to charity from your property and might minimize any federal gift and estate tax that might be owed. Charitable gifting allows you to satisfy your personal philanthropic desires and satisfy your estate planning objectives.

David Lerner Associates: Women and Estate Planning BasicsDavid Lerner Associates: Women and Estate Planning Basics

03/13/2015 - When it comes to estate planning, women have unique concerns. Women live an average of 4.8 years longer than men, so there's a greater chance that they'll need their assets to last longer, and they have a greater need to plan for incapacity. It also means that women need to take responsibility for their own estate planning.

David Lerner Associates: The Gender Gap in Wealth ManagementDavid Lerner Associates: The Gender Gap in Wealth Management

03/09/2015 - According to a study that performs research on financial trends in the US, women have made good progress in many areas of financial literacy, but there is still a gender gap when it comes to investment and wealth management.

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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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