Understanding Fee-Only vs. Commission-Based Wealth Management Firms
The Difference Between a Fee-Only Wealth Management Firm and Other Types of Firms When it comes to managing your finances, understanding the structure of the wealth management firm you choose [...]
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Fed Begins Rate Cuts: First in Four Years
The Federal Reserve has initiated its first rate cut in four years, lowering the benchmark federal funds rate by 50 basis points and bringing it to a range of 4.75% [...]
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Aimee Bauman Employee Spotlight
We are thrilled to have Aimee Bauman as a valued member of the CAISSA team. She is a Director of Wealth Planning who specializes in high-net-worth cash flow and estate [...]
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CAISSA Colleague
Navigating Executive Transitions: A Conversation with Kelly Pedersen of CAISSA Wealth and Melissa Johnston of EntreBank In the first CAISSA Colleague Blog, Kelly Pedersen, owner of CAISSA Wealth Strategies, sits [...]
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Why New College Students Need a Power of Attorney and Health Directive
There’s an aspect of financial planning that’s frequently overlooked when a family is sending a child off to college: the importance of having a Power of Attorney (POA) and Health [...]
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6 Things You Probably Didn’t Know About 529 Plans and Saving for College
The cost of college continues to cause sticker shock for many families. According to U.S. News, the average cost of tuition and fees for the 2023–2024 school year was $42,162 [...]
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Bonds
A July CPI report showed inflation has dropped to 2.9% (the lowest level since March 2021). This update, coupled with recent softening in the labor market, has all but guaranteed [...]
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Merissa Perkins Employee Spotlight
We are thrilled to have Merissa Perkins as a valued member of the CAISSA team. She is a Senior Wealth Planner who assists with financial planning and is a crucial [...]
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