CAISSA’s February Perspectives

February 13, 2024

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’s 2023 Year-End Review

January 17, 2024

Dear Valued Clients,   As we bid farewell to 2023, it’s essential to review the year’s key financial trends and prepare for what lies ahead in 2024. The past year was […] READ MORE >

CAISSA’s January Perspectives

January 9, 2024

The Investment Committee was hard at work in December, navigating year-end capital gains distributions and readying client portfolios for 2024. We reviewed our Alternative (“Tranche 2”) investments this month, which […] READ MORE >

Are Your CDs Costing You Money?

December 12, 2023

With short-term interest rates at their highest levels in almost 20 years, we understand the allure the safety of Certificates of Deposits (CDs) and Money Markets can provide, offering seemingly […] READ MORE >

CAISSA’s December Perspectives

December 7, 2023

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’s November Perspectives

November 22, 2023

This month, CAISSA’s Investment Committee conducted our semi-annual due diligence review on U.S. Large-Cap equity. We engaged in productive conversations with out portfolio managers and got updates on the team […] READ MORE >

Are You Really Diversified?

November 1, 2023

The S&P 500 is a stock market index that measures the performance of 500 of the largest publicly traded companies listed on U.S. stock exchanges. It is one of the […] READ MORE >

The Debt Ceiling and Navigating Portfolios

May 16, 2023

Recent activity in Washington has many investors asking questions about whether they should adjust portfolios in the wake of the congressional negotiations regarding the National Debt Ceiling.  The CAISSA Investment […] READ MORE >

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