Safe and Sick Leave
Understanding Sick and Safe Time in Minnesota What is Sick and Safe Time? In Minnesota, sick and safe time is a mandated form of paid leave employers must provide their [...] 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 >
CPI Remains Stubborn
The most well-known indicator for U.S. Inflation is the Consumer Price Index, which is published by the U.S. Bureau of Labor Statistics. It measures monthly price changes for a wide [...] READ MORE >
Beneficiary Designations… It’s Not That Simple
The power of beneficiary designations and how an account is titled is often overlooked. The simplest way to ensure your assets are transferred properly and efficiently is by reviewing your [...] READ MORE >
CAISSA’s April 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 >
Beyond National Be Kind to Lawyers Day: Honoring Legal Partnerships in Financial Planning
In recognition of National Be Kind to Lawyers Day, I propose we celebrate for the entire month, not just a day. As a wealth strategist, it’s important to highlight attorneys’ [...] READ MORE >
Amazon Joins the Dow
The Dow Jones Industrial Average (DJIA) is not just a market benchmark, but a historical ledger chronicling America’s economic transformation from its industrial roots to today’s tech-dominated landscape. Established shortly [...] READ MORE >
Election Year Investing: Separating Political Theater from Market Reality
As we embark on another election cycle, we will undoubtedly suffer through several months of negative political ads. These often produce questions and concerns regarding the potential impact of the [...] READ MORE >
Effective & Sustainable Foundations
When working with wealthy clients, we are often asked if CAISSA can help manage a family foundation or whether a family foundation might be a good idea for legacy planning. [...] READ MORE >
CAISSA’s February 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 >