CAISSA Investments: Market Update | March 2017 The market is UP – should we sell? The market call we made a year ago [...] READ MORE >

Myths of How Markets are Impacted by the Election Pre-Election Investment Discussions It’s not often that an investment advisor can use the word “guaranteed.”  However, lately it seems that it [...] READ MORE >

Yo-Yo Fed on Raising Interest Rates: Why? Janet Yellen & the FOMC met on the 14th and 15th and held off on raising interest rates in June. This comes on [...] READ MORE >

Minnesota Passes Digital Assets Bill Think you don’t need to include your digital assets in your estate plan, think again! But planning for them will soon be easier in Minnesota! [...] READ MORE >

Growth Stocks or Value Stocks? The financial markets have made a sharp style reversal in the first quarter of 2016. If you compare growth stocks to value stocks, growth has [...] READ MORE >

Why you may want to make updating your will a priority So you haven’t had time to get to drafting up that will – no problem, you can do it [...] READ MORE >

New DOL Rules – Caissa has been doing it all along! Over the past year, there has been increasing buzz in the financial industry surrounding new regulations from the Department [...] READ MORE >

Are you prepared to protect your social security benefits? Congress is killing the File-and-Suspend strategy that allowed couples to boost lifetime Social Security retirement benefits by thousands of dollars.  However, [...] READ MORE >

Maximize Your Social Security Benefits with Good Planning Retirement income from Social Security is a simple process. The government levies taxes on current employees and places the money into the [...] READ MORE >