Annuities:  All They’re Cracked Up to Be?  

Annuities:  All They’re Cracked Up to Be? Dear Friend, The start of 2014 has been a great reminder that the financial markets are unpredictable.   For example, the correction we had been preparing for in 2013 never occurred.   We had said many times that the stock market was moving upward as the result of quantitative easing […]

Top Five Financial Priorities for 2014

CAIM LLC is offering you a list of “To Do” items that will help you get your financial life in order. Read Full Article Here:Top Five Financial Priorities for 2014

Top Five Financial Priorities for 2014 

Top Five Financial Priorities for 2014 Dear Friend,      I begin this New Year by giving thanks to my clients.  It is an honor and a privilege to work with you and I am grateful for your business.    Many thanks are also extended to friends, family and colleagues who have helped to shape CAIM […]

Holiday Gift Giving 2013

This is CAIM’s fourth year advocating the idea of stocks as gifts. Learn the criteria they follow to make the best choices. Read Full Article Here: Holiday Gift Giving 2013

Holiday Gift Giving 2013

This morning I woke up and started to panic.  Two more days to Thanksgiving, 20 people coming and nothing done!  Somehow it all eventually gets done and everyone always has a good time.  And then it’s not long before thoughts turn to the next major holiday, with all the shopping and decorating to make the […]

Prestigious Industry Award for CAIM

CAIM recently received a prestigious industry award! You will find all the details in the following Press Release. Read Full Article: Prestigious Industry Award for CAIM

Market Update 3Q 2013

To taper (wind down the bond purchasing program which will cause interest rates to rise), or not. This was the question as regards the market in this 3rd quarter. Read Full Article: Market Update 3Q 2013

Market Update Q3 2013

Happy Friday! It’s been a whirlwind week for the markets.   Volatility has returned as we deal with the government shutting down and running out of money to pay its’ bills. This month companies report 3rd quarter earnings. Our expectations are for slow but steady progress in earnings, with very little improvement for growth in […]

Only the Wealthy Never Retire

Like most of us you’ve probably pondered the question more than once: when am I going to be able to retire? Maybe you just can’t wait and ‘now’ isn’t early enough. Read Full Article: Only the Wealthy Never Retire

Only The Wealthy Never Retire

60 is the new 30! That’s the word from billionaire Carlos Slim.  Having had a milestone birthday myself this past June, I was very happy to hear this good news. As they say, you are as young as you feel!  No matter how young you feel, however, reaching these milestones immediately turns your thoughts to […]

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