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 >
What’s your legacy? What every female executive and business owner should do to prepare By Kelly Pedersen, CFP® There comes an inflection point for every successful business woman when [...] READ MORE >