Learn more about CAISSA (Ky-suh) Caissa Wealth Strategies is a fee based registered investment advisory firm, specializing in personal, dynamic wealth management. Based in Bloomington, Minnesota, Caissa financial planning professionals [...] READ MORE >
Torpedo Proofing Retirement Visions Torpedoes are toxic events that can drastically alter your retirement vision. Because we use our torpedo proofing process with our clients, they tell us they find comfort and [...] READ MORE >
Emotional Investing Caissa can help to remove the temptation for dramatic changes that are fueled by emotions. Caissa Wealth Strategies is a fee based registered investment advisory firm, specializing in [...] READ MORE >
“Tax Cuts and Jobs Act” of 2017 (TCJA) Written by Kelly S. Olson Pedersen, CFP®, CDFA December 18, 2017 We have more and more information coming out about the tax [...] READ MORE >
Chart of the Week: Unemployment is still declining as wages are inflating (albeit at a bit slower pace – see below). Wage inflation is one of the leading indicators of [...] READ MORE >
Reduce Your Investment Gains Tax Bill You might be thinking this is imposssible…but there is a strategy that prudent and attentive advisors use called “Tax Loss Harvesting”. Caissa helps reduce [...] READ MORE >
Top 5 Reasons Why Caissa feels This Market has Room to Run Written by Kelly S. Olson Pedersen, CFP®, CDFA [...] READ MORE >
Written by Kelly S. Olson Pedersen, CFP®, CDFA Don’t wait until a claim has occurred to review your policy…that might be TOO late [...] READ MORE >
Retirement Drawdown and Your Retirement Income Portfolio Going into retirement, one of the most overwhelming concerns you may be having is, “Will we have enough money to support us for [...] READ MORE >
Expect More with Caissa! Our value at Caissa is in our process….not a product. Clients can Expect More when working with Caissa! Caissa wealth provides a client-focused financial services, with [...] READ MORE >