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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 Announces Portfolios Now Available on the Envestnet Platform

November 1, 2018


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

October 10, 2018


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

September 24, 2018


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

July 13, 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

June 22, 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

May 15, 2018


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

April 16, 2018


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

March 14, 2018


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

February 9, 2018


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

January 15, 2018


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

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