TCJA Evolution: Tax Themes Outlook The Tax Cuts and Jobs Act (TCJA), implemented on January 1, 2018, during President Donald Trump’s administration, is currently set to expire at the end [...] READ MORE >

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 >

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 >

The COVID-19 Pandemic created a great deal of supply chain issues, which, when coupled with stimulus checks going out the door to consumers, led to a significant increase in inflation. [...] READ MORE >

We are thrilled to have Andrew Campbell as a valued member of the CAISSA team. Andrew is a Senior Wealth Advisor specializing in high-net-worth client experience, including cash flow, estate, [...] READ MORE >

Celebrating Excellence: Aimee Bauman Named to the 2024 Best Financial Planners List We are proud to congratulate Aimee Bauman, Director of Wealth Planning at CAISSA Wealth Strategies, for being named [...] READ MORE >

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 >

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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 >