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 >

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 >

Dear Valued Clients,   As we bid farewell to 2023, it’s essential to review the year’s key financial trends and prepare for what lies ahead in 2024. The past year was [...] READ MORE >

The Investment Committee was hard at work in December, navigating year-end capital gains distributions and readying client portfolios for 2024. We reviewed our Alternative (“Tranche 2”) investments this month, which [...] READ MORE >

With short-term interest rates at their highest levels in almost 20 years, we understand the allure the safety of Certificates of Deposits (CDs) and Money Markets can provide, offering seemingly [...] READ MORE >

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 >

The S&P 500 is a stock market index that measures the performance of 500 of the largest publicly traded companies listed on U.S. stock exchanges. It is one of the [...] READ MORE >

Recent activity in Washington has many investors asking questions about whether they should adjust portfolios in the wake of the congressional negotiations regarding the National Debt Ceiling.  The CAISSA Investment [...] READ MORE >

  By Kelly Pedersen, CFP®  With all the market volatility today, the “roller coaster ride” we are experiencing can be unnerving for any investor. For corporate leaders with executive compensation [...] READ MORE >

by Merissa Perkins, CFP® As you may have heard, Congress recently passed the SECURE 2.0 Act, which is designed to encourage increased retirement savings. There are several important changes included [...] READ MORE >