Life During COVID 19
Well, its certainly different this time. The shock that the economy, and our lives, have endured is unlike anything we have seen before. And at CAIM we're Boomers, so we've been around awhile. Read More Here: Life During COVID 19
Market Outlook
We are living in difficult times. And in times like this my approach has always been to go back to the basics. Read More Here: Market Outlook
ESG Investing – On The World Stage
In 2020 ESG (Environmental, Societal, Governance) investing is a major player on the world stage. Read More Here: ESG Investing - On The World Stage
Holiday Stocks for Giving 2019
CAIM is happy to recommend gifts that keep on giving and will be treasured for many years to come. Read More Here: Holiday Stocks for Giving 2019
3rd Quarter Market Update 2019
After a strong first half, the markets are once again showing signs of nervousness. Read More Here: 3rd Quarter Market Update 2019
Against The Grain: Making Money in Your Retirement Years
No one should be taking risks in their retirement years, and certainly not in the stock market. Right? Read More Here: Against The Grain: Making Money in Your Retirement Years
CAIM-ESC White Paper
The investment management industry has had a surge of interest in the concept of ESG investing. This has been driven by individual investor desires to incorporate ‘responsible’ factors of Environmental (E), Social (S), and Governance (G) into their investment decisions. Download Your Copy Here: CAIM-ESC [...]
Dividend Champs May 2019
Volatility continues and is a theme for the financial markets in 2019. Up one day, down the next. Read More Here: Dividend Champs May 2019
First Quarter 2019 Commentary & Market Outlook
Financial markets had a nice rebound in the 1st quarter of 2019. The economy is continuing to grow, even if at a slower pace. Read More Here: First Quarter 2019 Commentary & Market Outlook
Slowing Economic Growth or Just Facing Another Quarter 1 Quirk?
The Good and Not So Good. First of all, Sonders notes, while US stocks remain fairly resilient, even in the face of slowing economic growth and rising fears of a recession, volatility in the markets could re-emerge. Read More Here: Slowing Economic Growth or Just [...]
Avoid Risk (and Even Thrive) in an Aging Bull Market – Catherine Avery Speaks @ TheMoneyShow
Each year TheMoneyShow in Orlando, FL offers attendees the very latest investment and trading information, advice and strategies from some of the greatest minds in the financial world, in order to help them make educated and profitable decisions. Learn More Here: Avoid Risk (and Even Thrive) [...]
Holiday Stocks for Giving 2018
CAIM has always advocated the gift that keeps on giving, namely stocks in high quality companies that consistently pay and increase their dividends. Read More Here: Holiday Stocks for Giving 2018
CAIM Announces Portfolios Now Available on the Envestnet Platform
Catherine Avery Investment Management LLC is pleased to announce that our Growth and Income Managed Account Strategy is now available on the Envestnet platform. Read More Here: CAIM Announces Portfolios Now Available on the Envestnet Platform
3rd Quarter 2018 Market Outlook
Financial markets perked up in the 3rd quarter. Despite the headlines on trade wars and interest rates moving up again, the markets moved higher. Read More Here: 3rd Quarter 2018 Market Outlook
Artificial Intelligence (AI) – A New Era in Corporate Profitability
Artificial Intelligence (AI)'s advent in the workplace opens up a whole new world of possibilities, for people and businesses. Read More Here: Artificial Intelligence (AI) - A New Era in Corporate Profitability
Market Update 2nd Quarter 2018
While 2018 market returns have been relatively flat overall, the necessary day to day vigilance has certainly kept everyone on their toes. Read More Here: Market Update 2nd Quarter 2018
Dividend Champs 2018
Market volatility has been a theme in 2018. As CAIM has noted, this can mean the market appears irrational as we continue to see large movement up and down with stock prices. Read More Here: Dividend Champs 2018
The Right “Climate” for Your Investments
The CDP, formerly known as the Carbon Disclosure Project, offers investors an active, accurate barometer of how companies, and even nations, are doing on the environmental sustainability scale. Read More Here: The Right "Climate" for Your Investments
1st Quarter 2018 Market Update
The first quarter started off strong and even looked like a repeat of 2017 in terms of growth stocks. Read More Here: 1st Quarter 2018 Market Update
Financial Missteps by Millennials
As a parent, or even a grandparent, here are some important financial areas where you might redirect and advise the Millennials in your life. Read More Here: Financial Missteps by Millennials