About Kelly

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So far Kelly has created 64 blog entries.


July 29, 2021

Lucas Aubin Investment Specialist lucas@caissawealth.com (952) 297-8491 Lucas’ Bio     SPOTLIGHT Interview ~What is your role at CAISSA? (i.e. How would you explain your job to someone new to […] READ MORE >

Chart of the Month: Intra-Year Declines

April 22, 2020

In an effort to find perspective around market volatility, we look to a chart that J.P. Morgan updates every quarter tracking intra-year declines. This chart maps annual gains or losses […] READ MORE >

Job Opening: Associate Planner

March 12, 2019

CAISSA has grown rapidly and we are looking to welcome an additional Associate Planner to the team! If you are or you know anyone who might be interested in this […] READ MORE >