A July CPI report showed inflation has dropped to 2.9% (the lowest level since March 2021). This update, coupled with recent softening in the labor market, has all but guaranteed [...] READ MORE >

We are thrilled to have Merissa Perkins as a valued member of the CAISSA team. She is a Senior Wealth Planner who assists with financial planning and is a crucial [...] 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 >

We recently hired a new Client Service Specialist, Liv Knodel, and we are so excited to have her as a valued member of the CAISSA team. To get to know [...] READ MORE >

In a relieving turn of economic events, the latest U.S. Consumer Price Index (CPI) data has revealed a deflationary trend for June 2024, marking a -0.1% month-over-month change. This deflationary [...] 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 >

Rationally, we know that it’s a fool’s errand to try to predict market movements, but it’s standard practice for firms to communicate their outlook for equity markets from year to [...] 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 saying “Sell in May and Go Away” suggests that investors should sell their stocks in May and refrain from investing again until November. The rationale is that the stock [...] READ MORE >

Minnesota’s New Paid Family and Medical Leave: Key Highlights for 2026  Minnesota is set to introduce a significant enhancement to its employment law by implementing paid family and medical leave [...] READ MORE >