Money’s Best Women Planners 2025: Aimee Bauman
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 >
CAISSA’s August Perspectives
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 >
“One Big Beautiful Bill”: How the New 2025 Tax Law Will Impact You
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 >
Hope Quinn Employee Spotlight
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 >
CAISSA’s July Perspectives
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 >
Bonds Are Back: Higher Yields Revive the 60/40 Portfolio
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 >
June 2025: Senate Tax Bill Update
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 >
CAISSA’s June Perspectives
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 >
Caissa Wealth Strategies Interim Update: Tariffs
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 >
CAISSA’s May Perspectives
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 >