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 >

  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 >

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 >

 Julie Schindel, B.B.A.   Prior to joining Caissa, Julie worked in operations across multiple sectors including commercial aviation, service, manufacturing, and property management. A wearer of many hats, and wrangler […] READ MORE >

If you have recently inherited an IRA, new guidance from the IRS may impact how you will be required to withdraw from the account. The SECURE Act, passed in 2019, […] READ MORE >

  Many investors may be surprised to learn that not only are they likely to receive capital gains distributions this year, but those distributions may be significantly higher than last […] READ MORE >

By Kelly Pedersen, CFP®      As the owner of a medical practice, you’ve likely spent many years, even decades, “heads down” building your business and treating patients. It’s a […] READ MORE >

By Aimee Bauman, CFP®, CHFC®, CLU®, Director of Financial Planning for CAISSA     As women continue to make strides in taking on executive leadership roles within organizations and launching […] READ MORE >