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

For a copy of the report, please contact Alexandra Preate at 212-588-9148 or [email protected].

About Catherine Avery Investment Management, LLC

CAIM LLC Specializes in managing customized investment portfolios for women and baby boomers. Founded by Catherine Avery -- a seasoned investment professional with over 25 years experience as a portfolio manager -- CAIM specializes in creating and managing customized and fully diversified investment portfolios for private investors. Catherine Avery on an individual basis has been personally responsible for portfolios totaling more than $750 million-while as a member of a larger portfolio management team, and she has shared responsibility for managing more than $14 billion on behalf of investors.  Please visit www.catherineaveryinvest.com.

SOURCE Catherine Avery Investment Management, LLC