Reduce Your Investment Gains Tax Bill

November 21, 2017

You might be thinking this is imposssible…but there is a strategy that prudent and attentive advisors use called “Tax Loss Harvesting”. Caissa helps reduce the amount clients owe for taxes […] READ MORE >

Expect More!

September 28, 2017

Our value at Caissa is in our process….not a product. Clients can Expect More when working with Caissa! READ MORE >

Financial Planning Philosophy

August 28, 2017

Written by Kelly S. Olson Pedersen, CFP®, CDFA                 Something that we often hear when we start working with a new client is […] READ MORE >

Caissa’s Tranches of Income

July 28, 2017

We are told by our clients that this process is incredibly helpful in removing anxiety from their minds because they don’t have to worry about the market ups and downs […] READ MORE >

What is an RIA?

June 27, 2017

When thinking about managing your nest egg you can do it yourself, work with a broker, work with a financial adviser or work with Caissa, an RIA.  Watch the whiteboard […] READ MORE >

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