5 Steps to Prepare for Tax Time

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FINANCIAL CHECKLIST FOR 2011

Catherine Maniscalco Avery CAIM specializes in creating and managing customized and fully diversified investment portfolios for private investors. 203.966.2712  p 203.966.5697  f www.caimllc.com Warm regards, FINANCIAL CHECKLIST FOR 2011       It’s the New Year and time to take care of a few important financial matters.  CAIM LLC offers some simple steps to help you review […]

CAIM’s Holiday List 2010

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Catherine Avery’s article featured on Thirdage.com

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Catherine Avery on Larry Kudlow’s Radio Show

With 70 million women, or 30% of the total US population (up from 23% in 1970) making up today’s workforce, it’s imperative that women understand the challenges, as well as the ins and outs, of effective wealth creation.   CAIM’s latest in depth report: “What Women Want: Understanding the Modern Female Investor, “ examines how […]

Announcing CAIM LLC’s New Website

We’re excited and proud to announce the launch of our brand new website at www.caimllc.com After almost three years in business CAIM, LLC has grown and over the years taken shape to become the company it is today.  This new site more accurately reflects our background and expertise, as well as the new direction and […]

Deflation Defined

A Personal Note Dear Susan,      With the arrival of September and the lazy days of summer behind us, most people will now turn their attention to what’s happening in the financial world.  While we believe we are in a recovery phase, it has certainly not met the expectations of most individuals.  I recall an […]

Income Investors Should Be Buying Equities

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Dividends Moving Higher

Despite the dismal market this week, two of our companies announced dividend increases. AFLAC (AFL) initiated a 7% hike increasing their dividend to $.30 a share. The stock now has a current yield of 2.4%. The company has also made a commitment to buy back stock. They may buy back as much as 3 million […]

Bond Holders Beware

Good news for International Business Machine (IBM), bad news for investors. On August 2nd, IBM sold $1.5 billion of 3 year debt at a 1% interest rate. This rate is a mere .3% higher than government debt with a 3 year maturity and 50% less than the dividend yield on the common stock. The Wall […]

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