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So far Kelly has created 77 blog entries.

June 2025: Senate Tax Bill Update

June 25, 2025

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 >

CAISSA’s June Perspectives

June 11, 2025

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 >

The Debt Ceiling and Navigating Portfolios

May 16, 2023

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 >

CHART OF THE MONTH: Market Volatility

March 15, 2022

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 >