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No content published as part of the CAIM LLC blog constitutes a recommendation that any particular investment, security, portfolio of securities, transaction or investment strategy is suitable for any specific person. To the extent any of the content published as part of the blog may be deemed to be investment advice, such information is impersonal and may not necessarily meet the objectives or needs of any specific individual or account, or be suitable advice for any particular reader. Each reader agrees and acknowledges that any specific advice or investment discussed in the blog must be independently evaluated by the reader and his or her adviser in view of the reader's investment needs and objectives.

CAIM LLC Featured In Financial Times Online

October 8, 2015


Catherine Avery was quoted in Financial Times.
Read article here:Blended Families Aren’t Just a Fact; for FAs, They’re a Problem

Hanging Tight on the Market Roller Coaster

October 8, 2015


It’s down! It’s UP! No, it’s down again!! If you listen to the cacophony of today’s headlines; “China devalues its currency! Greece is spinning into financial ruin! Oil prices are plummeting! California is burning up! and watch the follow-on plummeting and soaring of the Dow, it’s hard not to feel a pit in your stomach.
Read More Here: Hanging Tight on the Market Roller Coaster

2Q 2015 Market Update

October 8, 2015


Financial markets were unable to move forward in the second quarter. China, Greece and the strong U.S. dollar were all reasons for the markets to be cautious.
Read More Here: 2Q 2015 Market Update

Dividend Champs 2nd Quarter 2015

June 19, 2015


Three companies that have announced double digit increases in their dividends, despite a difficult earning environment.
Read More Here:Dividend Champs 2nd Quarter 2015

Teach Your Children Well

May 29, 2015


One of the services CAIM provides clients is helping to educate the next generation about investing.
Read More Here: Teach Your Children Well

Dividend Champs 1st Quarter 2015

March 30, 2015


We have barely made it through the first quarter of 2015 and dividend increases have already been abundant for the companies we own at CAIM.
Read More Here: Dividend Champs 1st Quarter 2015

The Estate Tax & Lifetime Gifting

February 26, 2015


Ways to lessen the tax burden so that heirs are not encumbered by a large estate tax.
Read More Here: The Estate Tax & Lifetime Gifting

New Rules & Regs for IRAs, Social Security, Medicare & Taxes in 2015

February 26, 2015


Important changes and updates are afoot in the areas of IRAs, Social Security, Medicare and taxes that may affect how you manage your money in 2015.
Read More Here: New Rules & Regs for IRAs, Social Security, Medicare & Taxes in 2015

Holiday Gift Giving 2014

November 25, 2014


T’is the season for giving and CAIM has always advocated the gift that keeps on giving, namely high quality companies that consistently pay and increase their dividends.
Read More Here: Holiday Gift Giving 2014

Third Quarter 2014 Review

October 28, 2014


The third quarter began with much talk about the ending of the Quantitative Easing (QE) program, implemented by the Fed to help maintain a 2% level of inflation. As of today, the equity markets are down about 5%.
Read More Here: Third Quarter 2014 Review

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