Newsletter2019-04-26T13:45:55-05:00

3rd Quarter 2017 Commentary

It's gloom and doom on the news front with everything from threats of nuclear war and natural catastrophes to political and legislative division and gridlock. You wouldn't know it to look at the stock market though. Learn More Here: 3rd Quarter 2017 Commentary

October 17th, 2017|

Catherine Avery Live in San Francisco

Join Catherine Avery, financial expert and founder of CAIM, LLC live in San Francisco August 24th, 2017 for The MoneyShow's 'Women on Wealth' special event. Learn More Here: Catherine Avery Live in San Francisco

August 3rd, 2017|

Market Update 2nd Quarter 2017

Good news! The stock market rose once again this second quarter, bringing a year to date price increase of 8.2% (not including dividends). Read More Here: Market Update 2nd Quarter 2017

July 13th, 2017|

Oil and Gas Looking Pretty “Green” These Days

Clients often tell us they don't want to invest in oil and gas but only in socially responsible "green" companies. Well, did you know there's a way you can enjoy both in conjunction? Read More Here: Oil and Gas Looking Pretty "Green" These Days

June 14th, 2017|

Dividend Champs May 2017

The stock market continues to do well during May. Whether or not it can hold on to those gains is still a debate given the current market valuations, and the lack of clarity on health care and tax reform. Read More Here: Dividend Champs May [...]

May 15th, 2017|

Catherine Avery Interviewed on Reuters

"The market has continued to get a little bit ahead of itself and it's just looking for any sort of reason to have a pullback," Said Catherine Avery. Read More Here: GLOBAL MARKETS-Stocks fall, gold and yen rise amid political uncertainty.

May 12th, 2017|

1Q 2017 Market Commentary

Buoyed by the optimism of a new pro-business policy environment, including favorable tax reform, the stock market continued to rally into the first quarter of 2017. Read More Here: 1Q 2017 Market Commentary

April 19th, 2017|

Individual Stocks Rule the Day

There's much to be said for owning individual stocks. Especially for those of us nearing retirement. Why? Several reasons. Read More Here: Individual Stocks Rule the Day

March 27th, 2017|

Dividend Investing Still a Win in a Rising Rate Setting

The news is in - the Federal Reserve is once again preparing to raise interest rates later this year. For many this news may bring up the fear that dividend investing, with its' consistently positive source of return, is over. Fear not. Read More Here: [...]

February 27th, 2017|

4Q 2016 Market Update

According to the Schwab report, November 2016 was excellent month for major U.S. stocks, with all three exchanges setting record highs. Read More Here: 4Q 2016 Market Update

January 18th, 2017|

Holiday Stocks 2016

No matter how topsy turvy the times, there are certain values that we here at CAIM continue to adhere to. Read More Here: Holiday Stocks 2016

December 7th, 2016|

3Q 2016 Market Update

Despite all the uncertainty we have faced this year, the market has had some attractive returns. Read More Here:3Q 2016 Market Update

October 21st, 2016|

2Q Market Update 2016

Investors most likely entered the 2nd quarter with two questions on their mind: Will the Fed raise rates this quarter and will Great Britain leave the EU (otherwise known as Brexit)? Read More Here: 2Q Market Update 2016

July 15th, 2016|

Dividend Champs 2016

Learn which companies we chose this year for being Dividend Champs. Read More Here: Dividend Champs 2016

June 15th, 2016|

Want to Invest in Technology

Well-known technology companies are involved in ventures that make potentially great investments for your portfolio. Read More Here: Want to Invest in Technology

March 15th, 2016|

Panic Is Not A Strategy

2016 has just begun and already the market has given us all a scare.   So what to do? Read More Here: Panic Is Not A Strategy

February 8th, 2016|