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

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

October 10th, 2018|

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 

July 13th, 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 

June 22nd, 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 

May 15th, 2018|

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 

April 16th, 2018|

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 

March 14th, 2018|

Bitcoin and Blockchain Revealed

Investments in Blockchain technology continue to grow and the projected numbers are staggering. Read More Here:  Bitcoin and Blockchain Revealed  

February 9th, 2018|

4th Quarter 2017 Market Commentary

In our 4th quarter 2017 report we take a look at how we got here, and what may lie ahead for individual investors. Read More Here: 4th Quarter 2017 Market Commentary

January 15th, 2018|

Holiday Stocks for Giving 2017

'Tis the season for giving once again!  At CAIM we have always advocated gifts that keep on giving. Learn More Here: Holiday Stocks for Giving 2017

November 17th, 2017|

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|
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