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 >

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 >

Contributions to Qualified Accounts for 2024 and 2025 As 2025 gets underway, your CAISSA team wants to call your attention to several planning considerations for the year ahead. Please consult [...] READ MORE >

We are thrilled to introduce the newest member of our Caissa team, Halina Alexejun. Halina is our new Director of Operations. To get to know her better, we put together [...] READ MORE >

TCJA Evolution: Tax Themes Outlook The Tax Cuts and Jobs Act (TCJA), implemented on January 1, 2018, during President Donald Trump’s administration, is currently set to expire at the end [...] READ MORE >

CAISSA analyzes global events monthly, assessing their potential influence on our client’s wealth plan. We are diligently having strategic discussions with our portfolio managers, ensuring that our position remains informed [...] READ MORE >

CAISSA analyzes global events monthly, assessing their potential influence on our client’s wealth plan. We are diligently having strategic discussions with our portfolio managers, ensuring that our position remains informed [...] READ MORE >

The COVID-19 Pandemic created a great deal of supply chain issues, which, when coupled with stimulus checks going out the door to consumers, led to a significant increase in inflation. [...] READ MORE >

We are thrilled to have Andrew Campbell as a valued member of the CAISSA team. Andrew is a Senior Wealth Advisor specializing in high-net-worth client experience, including cash flow, estate, [...] READ MORE >

Celebrating Excellence: Aimee Bauman Named to the 2024 Best Financial Planners List We are proud to congratulate Aimee Bauman, Director of Wealth Planning at CAISSA Wealth Strategies, for being named [...] READ MORE >