CAISSA Spotlight: Meet Julie

May 8, 2019

For this month’s spotlight, we’re profiling our Director of Financial Planning Julie Betchwars, CFP®, who has been a part of our team since 2014. What is your role at CAISSA? As […] READ MORE >

Job Opening: Associate Planner

March 12, 2019

CAISSA has grown rapidly and we are looking to welcome an additional Associate Planner to the team! If you are or you know anyone who might be interested in this […] READ MORE >

CAISSA Spotlight: Meet Denise

February 19, 2019

Welcome to our new recurring  feature, the CAISSA Spotlight. Periodically throughout the next year, we’ll introduce you to a member of CAISSA. This month we’re profiling Associate Denise Thornburgh, who […] READ MORE >

2018 CAISSA Investment Review

January 29, 2019

by Kelly Pedersen, CFP® This is my annual review of the markets for the year and where we might be going. It starts off with basic investment principals and gets […] READ MORE >

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