Get to Know Aimee Bauman, CFP® Last month we welcomed a new accomplished financial planner to our team, Aimee Bauman, CFP® . Like CAISSA, Aimee is passionate about client prosperity. [...]
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Kelly Named a Top Woman in Finance Finance & Commerce has named its 2019 Top Women in Finance and recognized Kelly among its distinguished list of honorees. Finance & [...]
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Resources to teach financial lessons at any age With the fall season underway, many families are back to their school year routines. We know that good money and budgeting habits [...]
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What is a Yield Curve and Why Do We Care About It? by Kelly Pedersen, CFP® The Yield Curve The yield curve is a graph plotting bonds differing in lengths [...]
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CAISSA Spotlight: Meet Merissa For this month’s spotlight, we’re profiling our Financial Planning Associate Merissa Perkins, who has been a part of our team since 2016. What is your role at CAISSA? [...]
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Taking action in good financial markets A note from Kelly Pedersen, CFP® Too many times it’s only when media outlets are reporting that the market has “crashed” that people want [...]
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Chart of the Month: China’s Response to U.S. Tariffs by Kelly Pedersen, CFP® This month, the markets were sent reeling following news that China would raise tariff rates on $60 [...]
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Investment 101: Asset Classes and Blended Benchmarks by Kelly Pedersen, CFP® Large-Cap, Mid-Cap, Small-Cap… What’s the Difference? Asset allocation is a commonly used term in our industry. It is very [...]
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CAISSA Spotlight: Meet Julie 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 [...]
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