Hope Quinn Employee Spotlight
Having been on the team for just over a year, Hope Quinn has become an integral part of the day-to-day operations at CAISSA Wealth Strategies. Hope is a Client Service [...] READ MORE >
CAISSA’s July Perspectives
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 [...] READ MORE >
Bonds Are Back: Higher Yields Revive the 60/40 Portfolio
In the latest JP Morgan Guide to the Markets, the following chart illustrated what many investors have been hoping to hear: bonds are finally working again. After a turbulent period for [...] READ MORE >
June 2025: Senate Tax Bill Update
From Capitol Hill to Your Portfolio: Understanding the Latest Tax Proposals In May, the House finalized a bill focused on federal spending and tax provisions that extends key sections of [...] READ MORE >
CAISSA’s June Perspectives
Each month, CAISSA performs an analysis of prevailing global events, assessing their potential influence on our client’s wealth plan. We are diligently having strategic discussions with our portfolio managers, ensuring [...] READ MORE >
Caissa Wealth Strategies Interim Update: Tariffs
Tariffs, Trade, and Your Portfolio: What You Need to Know For 2025, we have been indicating that one of the most significant themes for the year would be uncertainty and [...] READ MORE >
CAISSA’s May Perspectives
Each month, CAISSA performs an analysis of prevailing global events, assessing their potential influence on our client’s wealth plan. We are diligently having strategic discussions with our portfolio managers, ensuring [...] READ MORE >
TJ Sigstad Employee Spotlight
In April, we welcomed TJ Sigstad to Caissa Wealth Strategies as our new Director of Investments. We had him answer a few questions in order to get to know him [...] READ MORE >
Planning Ahead: 2024-2025 Contribution Limits You Should Know
Contributions to Qualified Accounts for 2024 and 2025 As 2025 gets underway, your CAISSA team wants to call your attention to several planning considerations for the year ahead. Please consult [...] READ MORE >
Halina Alexejun Employee Spotlight
We are thrilled to introduce the newest member of our Caissa team, Halina Alexejun. Halina is our new Director of Operations. To get to know her better, we put together [...] READ MORE >