Many investors may be surprised to learn that not only are they likely to receive capital gains distributions this year, but those distributions may be significantly higher than last […] READ MORE >
By Kelly Pedersen, CFP® As the owner of a medical practice, you’ve likely spent many years, even decades, “heads down” building your business and treating patients. It’s a […] READ MORE >
By Aimee Bauman, CFP®, CHFC®, CLU®, Director of Financial Planning for CAISSA As women continue to make strides in taking on executive leadership roles within organizations and launching […] READ MORE >
By Kelly Pedersen, CFP® How to Recession-Proof a Portfolio: 9 Steps to Take Now There are those who believe we are in a recession now. Others think it’s not here […] READ MORE >
By Julie Betchwars, CFP, Senior Wealth Advisor Thinking of Taking Social Security at Age 62? 4 Reasons You Might Want to Reconsider After decades of working, it can […] READ MORE >
From mother to daughter: 4 things every young woman should know about managing money By Merissa Perkins, CFP®, Wealth Advisor Each one of us has valuable financial lessons we’ve learned […] READ MORE >
Ryan Zywotko, CFA, CMT Ryan serves as the Director of Investments at CAISSA Wealth Strategies. He joined the team in 2022, and specializes in investment research, asset allocation and […] READ MORE >
What’s the ‘Fed’ up to? 3 ways to respond to recent actions by the Federal Reserve By Lucas Aubin, Financial Planning Associate No doubt you’ve seen and heard […] READ MORE >
ESG and impact investing for women: make a difference AND a return By Kelly Pedersen, CFP® For more and more of us, it’s no longer just about the money. […] READ MORE >
5 Tips for Weathering a Volatile Market By Kelly Pedersen, CFP® The daily gyrations of the markets have many people on edge, to say the least. That should […] READ MORE >