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 […] READ MORE >

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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 […] READ MORE >

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 […] READ MORE >

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 […] READ MORE >

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 […] READ MORE >

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 […] READ MORE >

CAISSA analyzes global events monthly, assessing their potential influence on our client’s wealth plan. We are diligently having strategic discussions with our portfolio managers, ensuring that our position remains informed […] READ MORE >

We recently hired a new Client Service Specialist, Liv Knodel, and we are so excited to have her as a valued member of the CAISSA team. To get to know […] READ MORE >

In a relieving turn of economic events, the latest U.S. Consumer Price Index (CPI) data has revealed a deflationary trend for June 2024, marking a -0.1% month-over-month change. This deflationary […] READ MORE >