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Calling All Baby Boomers: New Report Provides Guide to Investing in Volatile Markets

Guest post by: Catherine Avery

Article Overview: "Baby Boomer Investing 101" Details Mock Portfolio, Value Investing Strategies and More

Free Download - FINANCIAL CHECKLIST FOR 2011 By Catherine Avery
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Calling All Baby Boomers: New Report Provides Guide to Investing in Volatile Markets

NEW YORK, May 24 /PRNewswire/ -- A new report released today by Catherine Avery Investment Management ("CAIM LLC"), a leading investment advisory firm, provides a valuable guide to long term investment strategies for the largest and most prosperous generation of Americans: Baby Boomers. The report, "Baby Boomer Investing 101," details strategies and recommendations for Baby Boomers as they navigate recent market volatility and seek ways to preserve long term value and liquidity.

CAIM includes in the report the first ever "Mock Portfolio Taste Test," which compares a Baby Boomer-recommended mock portfolio, focused on value and dividend investing, with that of a high growth stock portfolio. The survey reveals that the value oriented portfolio is cheaper and less risky than a traditional "growth" portfolio, and pays dividends, which are reinvested as stock prices appreciate. Additionally, the value portfolio is trading more cheaply than the S&P 500. Conclusion: Dividend stocks just simply taste better for Baby Boomers.

"In today's volatile market environment, Baby Boomers should be particularly concerned about preserving long-term value," noted Catherine Avery. "Our investing strategy not only provides purchasing power protection but also earns dividend income compounded over time."

Some of the valuable features of "Baby Boomer Investing 101":

Detailed mock portfolio for Baby Boomers

Comparative mock portfolio of "growth" stocks

Comparative portfolio of leading stock indices

Comparative yield analysis between dividend stock, Treasuries, and S&P 500

Tips to avoid the "pitfalls" of long term investing for Baby Boomers

Copyright 2009, CAIM LLC

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Home > Personal-Finance > Catherine Avery > Calling All Baby Boomers New Report Provides Guide to Investing in Volatile Markets >
Article Tags: baby boomer, investing 101, mock portfolio, portfolio value, volatile markets
Referred by: http://elliacommunications.com

About the Author: Catherine Avery
RSS for Catherine's articles - Visit Catherine's website

Catherine Avery is the owner of Catherine Avery Investment Management (CAIM), LLC - a New Canaan, CT based investment firm specializing in the creation and management of customized and fully diversified investment portfolios for private investors. Catherine founded CAIM in 2007 after 25+ years as a portfolio manager with some of the biggest investment firms on Wall St. CAIM’s philosophy is that the best way for investors to achieve their goals is by taking a long-term perspective and ensuring their portfolios are well diversified. Today Catherine is proud of all that CAIM has to offer investors i.e. personalized focus, flexibility, transparency, empathy, integrity and a low fee structure. Catherine is a regular panelist and expert commentator on shows like Fox Strategy Room, Fox Business News, Fox News and Channel 12.  When she is not helping her clients, Catherine feels it is important to play an active role in her community. She enjoys educating people about investments and is a highly sought after speaker and workshop leader on topics like financial empowerment, successful investing and financial literacy for children.

Click here to visit Catherine's website
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