At CAISSA, we are having many conversations about the issues that are driving market volatility.   First and foremost, for those who want to make the most of the current […] 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 >

By Kelly Pedersen, CFP®    For C-suite executives, the reward of multi-faceted compensation packages comes with potentially significant tax consequences.   To be sure, executive compensation packages have become increasingly […] READ MORE >

  By Kelly Pedersen, CFP®    Whether in line to buy groceries or gas, you’ve likely experienced this first hand. The Consumer Price Index (CPI) for all items rose 0.6% […] READ MORE >

By Kelly Pedersen, CFP®    There comes an inflection point for every successful business woman when the purpose of wealth creation flips from maintaining your current lifestyle to leaving a […] READ MORE >

  Between the crisis in Ukraine and the surge in inflation, volatility and uncertainty seem to be everywhere. In our latest chart of the month, we explore why sticking to […] READ MORE >

  We live in a world constantly in flux … more so than ever it seems recently. The markets clearly demonstrate this, often on a daily basis, as do our […] READ MORE >

Dear Clients and Colleagues, Tensions in the Ukraine are coming to a head after much posturing. I wanted to provide some color as to how the situation might effect our […] READ MORE >

Inflation is back: should you worry about it?  By Kelly Pedersen, CFP® Inflation is back in the news in a way we haven’t seen in years. The annual rate of […] READ MORE >