CAISSA Videos
Educational Videos
Videos about CAISSA’s process and what we offer
Our collection of videos explain our process and approach for portfolio resistance and wealth management as well as insight on key financial planning strategies. Our educational videos present complex financial details crucial to your financial success in a convenient and easy to understand manner. We make it simple to gain clarity about your financial situation and confidence in CAISSA’s process.
The CAISSA Minute: Market’s YTD & Review
Markets rarely move in a straight line, and June provided a clear example of that dynamic. As the S&P 500 paused after a strong start to the year, other areas—such as small-cap stocks, international equities, bonds, and REITs—stepped forward to post positive returns. This shift serves as a timely reminder that market leadership rotates over time. Rather than relying solely on large technology companies, a disciplined and diversified approach allows investors to participate in multiple sources of return as the market evolves.
The CAISSA Quarterly Economic Update – 2nd Quarter End
As we moved through the second quarter of 2026, market performance was defined by a strong rebound—driven by solid corporate earnings, expanding market breadth, and ongoing investment in AI infrastructure, even amidst shifting geopolitical headlines.
Our role is to look past short-term volatility and focus on the fundamental drivers of long-term portfolio growth. Today, we walk through key updates across corporate earnings, the broader economic expansion, mega-cap IPOs like SpaceX, and trends across fixed income, global equities, and real assets to provide clear context for your financial journey.
The CAISSA Minute: 2026 Allocation
Strong gains in AI and technology played a central role in driving market performance this past quarter. While these returns rewarded investors, they also increased concentration risk across portfolios. This is a pattern we often see following powerful market rallies. Markets react quickly to momentum, but long-term success relies on maintaining balance. As we enter the second half of 2026, now is the time to review—not reinvent—your portfolio by rebalancing thoughtfully and staying focused on long-term objectives rather than short-term headlines.
CAISSA Minute – Iran Updates
Geopolitical tension, particularly involving Iran, played a central role in market volatility this quarter. At one point, the situation weighed heavily on sentiment, but toward the end of March, markets rallied on signs of resolution that may be possible. This is a pattern we often see. Markets react very quickly to uncertainty, but they also begin to stabilize as paths towards resolution emerge.
CAISSA Minute 1st Quarter Update
In March, markets gave back much of the gains built earlier in the quarter. This wasn’t driven by a collapse in fundamentals, but by a shift in sentiment as geopolitical tensions increased and inflation concerns resurfaced.
CAISSA Q1 Economic Update
As we moved through the first quarter of 2026, the environment presented a familiar combination. Headline-driven uncertainty paired with underlying economic resilience.
Our role is to help interpret what matters, what does not, and how these dynamics fit in with a long-term investment framework. So today, we’re going to walk through several key charts touching on markets, geopolitics, energy, the U.S. economy, and interest rates to provide clarity and context.
CAISSA Minute – Tech Stocks
Technology stocks, particularly software companies pulled back meaningfully in March. Much of this was driven by a shift in how investors are thinking about AI, artificial intelligence, and its potential impact on existing business models.
CAISSA Minute – Gold, Silver & Bitcoin
In this CAISSA minute, we explore gold and silver and Bitcoin. Are they really safe havens?
CAISSA Minute – Oil Markets
What the outcome of the war might do to energy costs and what the oil future markets are telling us.
CAISSA 2026 Iran
An investment update on the Iran energy and your portfolio situation
CAISSA Considerations on the Economy
Explore our 2026 market forecast, featuring in-depth analysis on AI, inflation, interest rates, and international markets. We also introduce key enhancements to our investment committee and outline the strategic portfolio adjustments designed to support your wealth priorities
CAISSA 2026 Market Outlook
Our outlook for 2026 and a deeper dive into segments of the economy that we’re seeing as leading indicators for the market.
CAISSA Quarterly Considerations – 2025 Q3
A little bit of insight on what we’re looking for into considerations for our portfolios as we wrapped up Q3 and we’re heading into Q4.
CAISSA Quarterly Considerations – 2025 Q2 Recap
CAISSA’s Quarterly Considerations as of the end of the second quarter 2025. We will address a few of the market themes we are watching right now that will drive our investment committee conversations for our portfolios across CAISSA
Quarter 2 – 2025 Video
CAISSA interim quarter 2 update to address tariff considerations in April 2025
Special Review: Tariffs
CAISSA’s Special review of tariffs and what our investment commitee is discussing.
Quarter 4 – 2024 Video
2024 Year in Review and CAISSA perspectives, covering: the economy, stock market, fixed income, portfolio appliaction and our plans for 2025
Quarter 3 – 2024 Video
CAISSA Q3 2024 market update, what happened, what lies ahead, the presidential election and fed-rate cuts.
Quarter 2 – 2024 Video
CAISSA’s Quarterly Update Q2 2024
Updates to improve your CAISSA communication experience!
To enhance your experience, we are introducing new communication options, allowing you to choose your preferred method for receiving market and economic updates, and for addressing any questions you may have.
Your digital footprint – often missed in estate planning!
Your digital footprint – online accounts like banking log-ins, credit cards and bill pay – may leave you vulnerable to identity theft or hacking at death. Learn about what you can do now to help plan for and reduce this risk.
What is a Registered Investment Advisor (RIA)?
When it comes to managing your finances, you can do it yourself or work with a broker, financial advisor, or an RIA like CAISSA. Learn about what makes an RIA different in this video.
Why having an Investment Advisor adds value
Letting emotions, particularly fear and greed, dictate your investment decisions can be harmful to your financial future. Learn how CAISSA’s thorough due diligence process helps clients avoid making impulsive decisions fueled by emotions.
Tranches of Income
Worried about your cash flows in retirement? Or about how your investment portfolio will react to market volatility? Watch this video to find out how CAISSA’s “Tranches of Income” strategy helps alleviate these concerns.
Is your retirement vision ‘Torpedo Proof?’
You have a vision for your retirement, and there are usually torpedoes, or unpredictable financial events, lurking that may derail that vision. Learn how CAISSA finds and dismantles these torpedoes making your retirement vision “Torpedo Proof.”
CAISSA’s financial planning process
Our CFP® team takes great pride in our approach to financial planning. Watch this video to learn how we develop, stress test and continually adjust your financial plan to make sure you’re on the right path.
CAISSA’s ‘Torpedo Proofing’ process
“Torpedoes” are toxic financial events that can derail your retirement vision. Watch this video to learn how CAISSA “torpedo proofs” retirement plans for clients.
Expect More…What makes CAISSA different?
At CAISSA, we approach investment and financial planning like chess, always thinking 10 steps ahead. Learn how we integrate all of the complex pieces on your financial board of life to maximize your full potential.
CAISSA Wealth Strategies – a Fee-only financial and investment advisory firm
At CAISSA, we approach investment and financial planning like chess, always thinking 10 steps ahead. Learn how we integrate all of the complex pieces on your financial board of life to maximize your full potential.
Reduce your investment gains tax bill
To help our clients mitigate their tax bill, we use the strategy called “tax loss harvesting.” Watch this video to find out why selling your investments at a loss can be a good thing.
