TJ Sigstad Employee Spotlight
In April, we welcomed TJ Sigstad to CAISSA Wealth Strategies as our new Director of Investments. We had him answer a few questions in order to get to know him [...]
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Planning Ahead: 2024-2025 Contribution Limits You Should Know
Contributions to Qualified Accounts for 2024 and 2025 As 2025 gets underway, your CAISSA team wants to call your attention to several planning considerations for the year ahead. Please consult [...]
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Halina Alexejun Employee Spotlight
We are thrilled to introduce the newest member of our CAISSA team, Halina Alexejun. Halina is our new Director of Operations. To get to know her better, we put together [...]
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TCJA Evolution: Tax Themes Outlook
TCJA Evolution: Tax Themes Outlook The Tax Cuts and Jobs Act (TCJA), implemented on January 1, 2018, during President Donald Trump’s administration, is currently set to expire at the end [...]
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CAISSA’s December Perspectives
CAISSA analyzes global events monthly, assessing their potential influence on our client’s wealth plan. We are diligently having strategic discussions with our portfolio managers, ensuring that our position remains informed [...]
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CAISSA’s November Perspectives
CAISSA analyzes global events monthly, assessing their potential influence on our client’s wealth plan. We are diligently having strategic discussions with our portfolio managers, ensuring that our position remains informed [...]
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Orange Juice and Egg Prices Spike Amid Supply Chain Woes and Natural Disasters
The COVID-19 Pandemic created a great deal of supply chain issues, which, when coupled with stimulus checks going out the door to consumers, led to a significant increase in inflation. [...]
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Andrew Campbell Employee Spotlight
We are thrilled to have Andrew Campbell as a valued member of the CAISSA team. Andrew is a Senior Wealth Advisor specializing in high-net-worth client experience, including cash flow, estate, [...]
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CAISSA’s Aimee Bauman Named to 2024 Best Financial Planners List
Celebrating Excellence: Aimee Bauman Named to the 2024 Best Financial Planners List We are proud to congratulate Aimee Bauman, Director of Wealth Planning at CAISSA Wealth Strategies, for being named [...]
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CAISSA’s October Perspectives
CAISSA analyzes global events monthly, assessing their potential influence on our client’s wealth plan. We are diligently having strategic discussions with our portfolio managers, ensuring that our position remains informed [...]
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