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 >

Dear Clients and Colleagues, Tensions in the Ukraine are coming to a head after much posturing. I wanted to provide some color as to how the situation might effect our [...] READ MORE >