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
Bitcoin and Blockchain Revealed
Investments in Blockchain technology continue to grow and the projected numbers are staggering. Read More Here: Bitcoin and Blockchain Revealed
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
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
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
How Do We Control Volatility in People’s Portfolios?
TheMoneyShow Interview: Catherine Avery's Ideas: Dividend Stock, Asset Allocation Learn More Here: How Do We Control Volatility in People's Portfolios?
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
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
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
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 [...]
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.
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
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
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: [...]
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
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
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
Is Your College Freshman Financially Responsible?
Is your child already in college or headed to college? It's a great idea to run through these 10 tips with them. Read More Here: Is Your College Freshman Financially Responsible?