Each month, CAISSA performs an analysis of prevailing global events, assessing their potential influence on our clients’ wealth plan. We are diligently having strategic discussions with our portfolio managers, ensuring [...] READ MORE >
Caissa Wealth Strategies’ Director of Wealth Planning, Aimee Bauman, has been named one of Money’s Best Women Planners for 2025! In July, Money published a list of the 30 best [...] READ MORE >
Each month, CAISSA performs an analysis of prevailing global events, assessing their potential influence on our clients’ wealth plan. We are diligently having strategic discussions with our portfolio managers, ensuring [...] READ MORE >
Overview The One Big Beautiful Bill Act, signed into law July 4, 2025, includes significant tax law changes that will impact nearly all individual taxpayers. The new law extends or [...] READ MORE >
Having been on the team for just over a year, Hope Quinn has become an integral part of the day-to-day operations at CAISSA Wealth Strategies. Hope is a Client Service [...] READ MORE >
Each month, CAISSA performs an analysis of prevailing global events, assessing their potential influence on our clients’ wealth plan. We are diligently having strategic discussions with our portfolio managers, ensuring [...] READ MORE >
In the latest JP Morgan Guide to the Markets, the following chart illustrated what many investors have been hoping to hear: bonds are finally working again. After a turbulent period for [...] READ MORE >
From Capitol Hill to Your Portfolio: Understanding the Latest Tax Proposals In May, the House finalized a bill focused on federal spending and tax provisions that extends key sections of [...] READ MORE >
Each month, CAISSA performs an analysis of prevailing global events, assessing their potential influence on our client’s wealth plan. We are diligently having strategic discussions with our portfolio managers, ensuring [...] READ MORE >
Tariffs, Trade, and Your Portfolio: What You Need to Know For 2025, we have been indicating that one of the most significant themes for the year would be uncertainty and [...] READ MORE >