Ryan Zywotko, CFA, CMT   Ryan serves as the Director of Investments at CAISSA Wealth Strategies. He joined the team in 2022, and specializes in investment research, asset allocation and [...] READ MORE >

  What’s the ‘Fed’ up to? 3 ways to respond to recent actions by the Federal Reserve By Lucas Aubin, Financial Planning Associate   No doubt you’ve seen and heard [...] READ MORE >

ESG and impact investing for women: make a difference AND a return By Kelly Pedersen, CFP®    For more and more of us, it’s no longer just about the money.  [...] READ MORE >

  5 Tips for Weathering a Volatile Market By Kelly Pedersen, CFP®    The daily gyrations of the markets have many people on edge, to say the least. That should [...] READ MORE >

By Andrew Campbell, CFP®, Senior Wealth Advisor      Six Steps to Prepare the Next Generation for the Responsibility of Wealth It’s a phenomenon known as “shirtsleeves to shirtsleeves in [...] READ MORE >

    Merissa Perkins Financial Planning Specialist Merissa@caissawealth.com (952)-777-4306 Merissa’s Bio     SPOTLIGHT Interview   What is your role at CAISSA? (i.e. How would you explain your job to [...] READ MORE >

  Market Volatility … a painful vacillation between fear and greed At CAISSA, we are having many conversations about the issues that are driving market volatility.   First and foremost, for [...] READ MORE >

    Alyssa Skinner Operations Specialist Alyssa@caissawealth.com (952)-855-7035 Alyssa’s Bio     SPOTLIGHT Interview   What is your role at CAISSA? (i.e. How would you explain your job to someone [...] READ MORE >

C-suite executives: Six strategies to maximize the tax efficiency of your portfolio By Kelly Pedersen, CFP®    For C-suite executives, the reward of multi-faceted compensation packages comes with potentially significant [...] READ MORE >

  The Fed, Interest Rates and Inflation…. What may lie ahead By Kelly Pedersen, CFP®    Whether in line to buy groceries or gas, you’ve likely experienced this first hand. [...] READ MORE >