In the latest JP Morgan Guide to the Markets, the following chart illustrated what many investors have been hoping to hear: bonds are finally working again. After a turbulent period for [...] READ MORE >
From Capitol Hill to Your Portfolio: Understanding the Latest Tax Proposals In May, the House finalized a bill focused on federal spending and tax provisions that extends key sections of [...] READ MORE >
Each month, CAISSA performs an analysis of prevailing global events, assessing their potential influence on our client’s wealth plan. We are diligently having strategic discussions with our portfolio managers, ensuring [...] READ MORE >
As we embark on another election cycle, we will undoubtedly suffer through several months of negative political ads. These often produce questions and concerns regarding the potential impact of the [...] READ MORE >
Recent activity in Washington has many investors asking questions about whether they should adjust portfolios in the wake of the congressional negotiations regarding the National Debt Ceiling. The CAISSA Investment [...] READ MORE >
CAISSA Wealth Service Associate Caissa Wealth Strategies serves affluent clients in their wealth management needs. We focus on financial planning, starting with the tax return, which drives our [...] READ MORE >
How to fulfill your wish to send your kids (or grandkids) to college and bolster your estate planning in the process By Kelly S. Olson Pedersen, CFP®, [...] READ MORE >
What’s your legacy? What every female executive and business owner should do to prepare By Kelly Pedersen, CFP® There comes an inflection point for every successful business woman when [...] READ MORE >
CHART OF THE MONTH: Market Volatility Between the crisis in Ukraine and the surge in inflation, volatility and uncertainty seem to be everywhere. In our latest chart of the month, [...] READ MORE >
We live in a world constantly in flux … more so than ever it seems recently. The markets clearly demonstrate this, often on a daily basis, [...] READ MORE >