September, 2009                                                                                            Issue 1

"The Successful Investor"
by Catherine Avery


Dear Friend,       
Fall is here!  And, as you can see, we've got a new name for our newsletter - "The Successful Investor" which we think more accurately reflects our mission.  In this first newsletter of the season we bring you news of an exciting offer from Schwab, as well as a helpful tip for your portfolio.
Make the Move to Charles Schwab
A transition to Charles Schwab can be both seamless and cost-effective right now, thanks to a brand new, limited-time offer from the firm. Specifically, Schwab is helping reduce the cost of transferring assets to their firm's management by reimbursing transfer fees and waiving commissions on electronic equity trades through June 30, 2010 for new-to-Schwab clients who open an account by December 31, 2009.  Schwab can apply the commission-free electronic equity trades to invest cash or more economically rebalanced your portfolio if needed.
Something to definitely consider!
Portfolio Tip for the Fall
And now a tip from the folks at CAIM!   This is the time that you should all start looking at the gains and losses in your portfolios.  If you have gains you will want to offset them with losses in order to lessen, or nullify, your taxes.  Contact your financial advisor now to help you navigate this procedure.

Warm regards, 


Catherine Maniscalco Avery

Catherine Avery

CAIM specializes in creating and managing 

customized and fully diversified investment portfolios for private investors.
203.966.2712  p
203.966.5697  f
This information is copyrighted September 2009

For those of you with questions, feel free to call me at 203.966.2712.  Also please visit my website at

Please pass along this newsletter to friends and family to spread the word!

Catherine Avery Investment Management | 197 Deep Valley Road | New Canaan | CT | 06840