CAISSA analyzes global events monthly, assessing their potential influence on our client’s wealth plan. We are diligently having strategic discussions with our portfolio managers, ensuring that our position remains informed [...] READ MORE >
Navigating Retirement: Strategic Planning with CAISSA and Copeland Buhl In this Caissa Colleague segment, Kelly Pedersen, owner of Caissa Wealth Strategies, sits down with Katie Monger, CPA and partner at [...] READ MORE >
The Difference Between a Fee-Only Wealth Management Firm and Other Types of Firms When it comes to managing your finances, understanding the structure of the wealth management firm you choose [...] READ MORE >
The Federal Reserve has initiated its first rate cut in four years, lowering the benchmark federal funds rate by 50 basis points and bringing it to a range of 4.75% [...] READ MORE >
We are thrilled to have Aimee Bauman as a valued member of the CAISSA team. She is a Director of Wealth Planning who specializes in high-net-worth cash flow and estate [...] READ MORE >
Navigating Executive Transitions: A Conversation with Kelly Pedersen of Caissa Wealth and Melissa Johnston of EntreBank In the first Caissa Colleague Blog, Kelly Pedersen, owner of Caissa Wealth Strategies, sits [...] READ MORE >
There’s an aspect of financial planning that’s frequently overlooked when a family is sending a child off to college: the importance of having a Power of Attorney (POA) and Health [...] READ MORE >
The cost of college continues to cause sticker shock for many families. According to U.S. News, the average cost of tuition and fees for the 2023–2024 school year was $42,162 [...] READ MORE >
