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 >

CAISSA: Tax Notices

January 24, 2023

Dear Client, Thank you for allowing us to be your trusted advisor. As we near tax filing time, we thought we would share a few tips with you to make […] READ MORE >

CAISSA Spotlight: Julie Schindel

January 20, 2023

 Julie Schindel, B.B.A.   Prior to joining Caissa, Julie worked in operations across multiple sectors including commercial aviation, service, manufacturing, and property management. A wearer of many hats, and wrangler […] READ MORE >

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