The power of beneficiary designations and how an account is titled is often overlooked. The simplest way to ensure your assets are transferred properly and efficiently is by reviewing your […] READ MORE >
Each month, CAISSA performs an analysis of prevailing global events, assessing their potential influence on our client’s wealth plan. We are diligently having strategic discussions with our portfolio managers, ensuring […] READ MORE >
In recognition of National Be Kind to Lawyers Day, I propose we celebrate for the entire month, not just a day. As a wealth strategist, it’s important to highlight attorneys’ […] READ MORE >
The Dow Jones Industrial Average (DJIA) is not just a market benchmark, but a historical ledger chronicling America’s economic transformation from its industrial roots to today’s tech-dominated landscape. Established shortly […] READ MORE >
Each month, CAISSA performs an analysis of prevailing global events, assessing their potential influence on our client’s wealth plan. We are diligently having strategic discussions with our portfolio managers, ensuring […] READ MORE >
As we embark on another election cycle, we will undoubtedly suffer through several months of negative political ads. These often produce questions and concerns regarding the potential impact of the […] READ MORE >
When working with wealthy clients, we are often asked if CAISSA can help manage a family foundation or whether a family foundation might be a good idea for legacy planning. […] READ MORE >
Each month, CAISSA performs an analysis of prevailing global events, assessing their potential influence on our client’s wealth plan. We are diligently having strategic discussions with our portfolio managers, ensuring […] READ MORE >
Dear Valued Clients, As we bid farewell to 2023, it’s essential to review the year’s key financial trends and prepare for what lies ahead in 2024. The past year was […] READ MORE >
The Investment Committee was hard at work in December, navigating year-end capital gains distributions and readying client portfolios for 2024. We reviewed our Alternative (“Tranche 2”) investments this month, which […] READ MORE >