CAIM 2012 Outlook
CAIM 2012 Outlook Saying good-bye to 2011 has been an easy thing to do. It was another tough year for the financial markets, fraught with fear and doubt. Uncertainty in Europe and the United States, a tsunami in Japan, slowing emerging markets, and downgrades of U.S. and European debts were just some of the major […]
Dividend Champs
A Personal Note So far, the 4th quarter of 2011 is looking merry and bright. The Dow Jones Industrial Average is up 10.9%, despite all the bad news in Europe and lack of good news in the United States. Today’s newsletter takes a look at some of the brightest stars in the 4th […]
Holiday Stocks 2011
A Personal Note It is hard to believe that we are quickly approaching the holiday season! Turbulent markets and turbulent weather have made it easy to be distracted from the passage of time. For those who do not like to shop in stores, or who want to give a gift that keeps on giving, CAIM […]
CAIM’s Third Quarter Update
A Personal Note Back in May, we published a report titled, “Total Return Investing: Dividends for an Uncertain World.” At that time the financial markets were very close to their year to date high and the idea of volatility was just a concept we were all hoping would never happen. However, with the combination of […]
Market Update
Whatever happened to the lazy days of summer? Had the government listened to the warnings from the S&P, that the US must reduce the deficit by $4 trillion or they would lose their AAA rating, the financial markets may not have reacted in such a volatile manner. While this is all very painful, […]
The Hidden Costs of Your 401(K)
A Personal Note Perhaps you are thinking about retiring or you have had several jobs over the course of your career. If you worked in corporate America, chances are you have one or even several retirement plans at the companies you have worked. In our busy lives, we often forget about consolidating these plans or […]
Can You Afford Retirement?
A Personal Note This month’s newsletter takes a look at some of the pitfalls surrounding retirement investing. While relevant for everyone, it’s particularly crucial information for Boomers, those in the 46-64 age range, many of whom are facing imminent retirement. Warm regards,Catherine Maniscalco Avery CAIM specializes in creating and managing customized and fully diversified […]
Boomer Investment Pitfalls
A Personal Note Attacks in Libya, earthquakes in Japan and rising commodity prices were some of the most memorable events of the first quarter of 2011. Through all of this anguish, the equity markets persevered and posted a return of +5.4%. Once again, small and mid cap stocks outperformed the large quality names. […]
5 Things Every Woman Should Know About Investing
A Personal Note Yesterday I spent the day at the United Nations in New York City. I attended a conference entitled: “Investing in Women & Entrepreneurship,” which coincided with the 100th anniversary of International Women’s Day. In celebration of that 100-year milestone this newsletter focuses on some critical ‘Do’s’ for women from […]
Catherine Avery With Rebecca Surran of Connecticut 12 News
For those of you who missed it, here is Catherine Avery’s January 2011 interview with Rebecca Surran of Connecticut 12 News and ’12 On The Money.’ Catherine discusses what to expect for your money and the markets in 2011. Connecticut 12 News – 12 On The Money January 2011 with Catherine […]
