
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. There has been a sea change growing in how people invest in […] READ MORE >
By Kelly Pedersen, CFP® For more and more of us, it’s no longer just about the money. There has been a sea change growing in how people invest in […] READ MORE >
By Kelly Pedersen, CFP® The daily gyrations of the markets have many people on edge, to say the least. That should come as no surprise considering the S&P […] READ MORE >
By Andrew Campbell, CFP®, Senior Wealth Advisor It’s a phenomenon known as “shirtsleeves to shirtsleeves in three generations,” and it is all too common among families of significant […] READ MORE >
Merissa Perkins Financial Planning Specialist Merissa@caissawealth.com (952)-777-4306 Merissa’s Bio SPOTLIGHT Interview What is your role at CAISSA? (i.e. How would you explain your job to […] READ MORE >
At CAISSA, we are having many conversations about the issues that are driving market volatility. First and foremost, for those who want to make the most of the current […] READ MORE >
Alyssa Skinner Operations Specialist Alyssa@caissawealth.com (952)-855-7035 Alyssa’s Bio SPOTLIGHT Interview What is your role at CAISSA? (i.e. How would you explain your job to someone […] READ MORE >
By Kelly Pedersen, CFP® For C-suite executives, the reward of multi-faceted compensation packages comes with potentially significant tax consequences. To be sure, executive compensation packages have become increasingly […] READ MORE >
By Kelly Pedersen, CFP® Whether in line to buy groceries or gas, you’ve likely experienced this first hand. The Consumer Price Index (CPI) for all items rose 0.6% […] READ MORE >