CAISSA’s 2023 Year-End Review
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 >
CAISSA’s January Perspectives
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 >
Are Your CDs Costing You Money?
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 >
CAISSA’s December 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 >
Are You Really Diversified?
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 >
The Debt Ceiling and Navigating Portfolios
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 >
What to do with an executive compensation plan considering market volatility today
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 >
SECURE 2.0 Act: What you need to know (hint, max Roth IRA contributions!)
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 >
Going through a divorce? Why you should work with a certified divorce financial analyst (CDFA)
Going through a divorce is stressful to say the least. Beyond the emotional trauma of it all, there are a myriad of practical (big and small) decisions to make: [...] READ MORE >
CAISSA: Tax Notices
Dear Client, Thank you for allowing us to be your trusted advisor. As we near tax filing time, we thought we would share a few tips with you to make [...] READ MORE >