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. As a senior financial planner at […] READ MORE >
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 & Commerce’s Top Women in Finance honors program recognizes […] READ MORE >
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 are essential to navigating life, but many schools […] READ MORE >
What is a Yield Curve and Why Do We Care About It?
by Kelly Pedersen, CFP® The yield curve is a graph plotting bonds differing in lengths of maturity and their corresponding interest rates. For example, the 2-year Treasury is yielding about […] READ MORE >
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? I wear a lot […] READ MORE >
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 to make changes to their portfolio. […] READ MORE >
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 billion worth of U.S. items. We’re sharing this “Chart […] READ MORE >
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 meaningful to us as advisors as the […] READ MORE >
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 role at CAISSA? As […] READ MORE >