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 >

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 >

              Acronyms Matter: Why you should work with a financial advisor who is a CFP® By Kelly S. Olson Pedersen,  CFP®, CDFA It can [...] READ MORE >