< Back to Blog

How Investors Can Respond To Covid-19

March 16, 2020

Events are being canceled, people are staying home from work and the stock market is incredibly volatile. The coronavirus is having widespread economic implications. What can investors do to protect […] READ MORE >

Kelly Shares Recommendations on Fox 9 News

February 19, 2018

Kelly on FOX 9 Morning Saturday News on February 10, 2018, discussing recent stock market swings and recommendations for investors. Caissa, a fee-based financial planning service, offers wealth management strategies […] READ MORE >

Intro to Caissa

January 29, 2018

Learn more about CAISSA (Ky-suh) Caissa Wealth Strategies is a fee based registered investment advisory firm, specializing in personal, dynamic wealth management. Based in Bloomington, Minnesota, Caissa financial planning professionals […] READ MORE >

Torpedo Proofing Retirment Visions

January 29, 2018

Torpedoes are toxic events that can drastically alter your retirement vision.  Because we use our torpedo proofing process with our clients, they tell us they find comfort and confidence in always knowing that […] READ MORE >

Emotional Investing

January 26, 2018

Caissa can help to remove the temptation for dramatic changes that are fueled by emotions. Caissa Wealth Strategies is a fee based registered investment advisory firm, specializing in personal, dynamic […] READ MORE >

Reduce Your Investment Gains Tax Bill

November 21, 2017

You might be thinking this is imposssible…but there is a strategy that prudent and attentive advisors use called “Tax Loss Harvesting”. Caissa helps reduce the amount clients owe for taxes […] READ MORE >

Expect More!

September 28, 2017

Expect More with Caissa! Our value at Caissa is in our process….not a product. Clients can Expect More when working with Caissa! Caissa wealth provides a client-focused financial services, with […] READ MORE >