By Kelly Pedersen, CFP® There comes an inflection point for every successful business woman when the purpose of wealth creation flips from maintaining your current lifestyle to leaving a […] READ MORE >
Between the crisis in Ukraine and the surge in inflation, volatility and uncertainty seem to be everywhere. In our latest chart of the month, we explore why sticking to […] 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, as do our […] 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 >
Amy Ziegler Operations Specialist amy@caissawealth.com (952) 247-0179 Amy’s Bio SPOTLIGHT Interview ~What is your role at CAISSA? (i.e. How would you explain your job to someone new to […] 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®, CDFA […] READ MORE >
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 >
By Kelly S. Olson Pedersen, CFP®, CDFA It can seem like alphabet soup. CFP®. CDFA. CFA. CPA. CIMA. As confusing as it may […] READ MORE >
By Kelly S. Olson Pedersen, CFP®, CDFA More and more of us are walking down the aisle once again. According to Pew Research, nearly 42 million adults in the United States […] READ MORE >
By Kelly Olson Pedersen, CFP®, CDFA With a new administration in place, many of CAISSA’s clients are asking, “What does this mean for my portfolio investments? Is this the time […] READ MORE >