Merissa Perkins Financial Planning Specialist Merissa@caissawealth.com (952)-777-4306 Merissa’s Bio     SPOTLIGHT Interview   What is your role at CAISSA? (i.e. How would you explain your job to […] READ MORE >

  Market Volatility … a painful vacillation between fear and greed At CAISSA, we are having many conversations about the issues that are driving market volatility.   First and foremost, for […] READ MORE >

    Alyssa Skinner Operations Specialist Alyssa@caissawealth.com (952)-855-7035 Alyssa’s Bio     SPOTLIGHT Interview   What is your role at CAISSA? (i.e. How would you explain your job to someone […] READ MORE >

C-suite executives: Six strategies to maximize the tax efficiency of your portfolio By Kelly Pedersen, CFP®    For C-suite executives, the reward of multi-faceted compensation packages comes with potentially significant […] READ MORE >

  The Fed, Interest Rates and Inflation…. What may lie ahead By Kelly Pedersen, CFP®    Whether in line to buy groceries or gas, you’ve likely experienced this first hand. […] READ MORE >

What’s your legacy? What every female executive and business owner should do to prepare By Kelly Pedersen, CFP®    There comes an inflection point for every successful business woman when […] READ MORE >

CHART OF THE MONTH: Market Volatility Between the crisis in Ukraine and the surge in inflation, volatility and uncertainty seem to be everywhere. In our latest chart of the month, […] READ MORE >

        We live in a world constantly in flux … more so than ever it seems recently. The markets clearly demonstrate this, often on a daily basis, […] READ MORE >

Dear Clients and Colleagues, Tensions in the Ukraine are coming to a head after much posturing. I wanted to provide some color as to how the situation might effect our […] READ MORE >