Tax Loss Harvesting: How to Benefit From Your Losses
Tax Loss Harvesting: How to Benefit From Your Losses Sell my losses!!! What??? Yes, you read it correctly. This is actually a strategy that a good advisor uses at the […] READ MORE >
CAISSA Investments: Market Update
CAISSA Investments: Market Update | March 2017 The market is UP – should we sell? The market call we made a year ago […] READ MORE >
Myths of How Markets are Impacted by the Election
Myths of How Markets are Impacted by the Election Pre-Election Investment Discussions It’s not often that an investment advisor can use the word “guaranteed.” However, lately it seems that it […] READ MORE >
Tips for Parents with Kids Heading to College
It is that time of year again where you start thinking about getting the kids back to school Many of our clients have recent grads that are heading off to college […] READ MORE >
Yo-Yo Fed on Raising Interest Rates: Why?
Yo-Yo Fed on Raising Interest Rates: Why? Janet Yellen & the FOMC met on the 14th and 15th and held off on raising interest rates in June. This comes on […] READ MORE >
Minnesota Passes Digital Assets Bill
Minnesota Passes Digital Assets Bill Think you don’t need to include your digital assets in your estate plan, think again! But planning for them will soon be easier in Minnesota! […] READ MORE >
Growth vs. Value…Are You Chasing Styleboxes?
Growth Stocks or Value Stocks? The financial markets have made a sharp style reversal in the first quarter of 2016. If you compare growth stocks to value stocks, growth has […] READ MORE >
Don’t Have A Will? You may want to make one!
Why you may want to make updating your will a priority So you haven’t had time to get to drafting up that will – no problem, you can do it […] READ MORE >
New DOL Rules – Caissa has been doing it all along!
New DOL Rules – Caissa has been doing it all along! Over the past year, there has been increasing buzz in the financial industry surrounding new regulations from the Department […] READ MORE >
Social Security: Budget Deal Could Cost You in Benefits
Are you prepared to protect your social security benefits? Congress is killing the File-and-Suspend strategy that allowed couples to boost lifetime Social Security retirement benefits by thousands of dollars. However, […] READ MORE >