Geopolitical tension, particularly involving Iran, played a central role in market volatility this quarter. At one point, the situation weighed heavily on sentiment, but toward the end of March, markets rallied on signs of resolution that may be possible. This is a pattern we often see. Markets react very quickly to uncertainty, but they also begin to stabilize as paths towards resolution emerge.
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In March, markets gave back much of the gains built earlier in the quarter. This wasn’t driven by a collapse in fundamentals, but by a shift in sentiment as geopolitical tensions increased and inflation concerns resurfaced.
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In March, markets gave back much of the gains built earlier in the quarter. This wasn’t driven by a collapse in fundamentals, but by a shift in sentiment as geopolitical tensions increased and inflation concerns resurfaced.
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In this CAISSA minute, we explore gold and silver and Bitcoin. Are they really safe havens?
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What the outcome of the war might do to energy costs and what the oil future markets are telling us.
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We’re excited to introduce A Minute with CAISSA, a new LinkedIn video series from our Investment Team delivering timely market insights in just 60 seconds. Each brief update highlights key [...]
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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 [...]
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Meet Our Investment Committee At CAISSA Wealth Strategies, we take pride in being a boutique wealth management firm with the deep resources of a larger institution. Our goal is simple: [...]
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We are proud to congratulate Aimee Bauman, Director of Wealth Planning at CAISSA Wealth Strategies, for being named one of Money’s Best Women Planners of 2025*! Money’s choices for the [...]
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In November, we welcomed Brad Heideman to CAISSA Wealth Strategies as our new Senior Investment Advisor. We had him answer a few questions to get to know him better. What [...]
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