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 >