We are incredibly excited to welcome the newest member to the Caissa team!! Merissa Perkins joined us on March 1st and has proven to be an exceptional addition to our team. She is very dedicated, detail oriented and has great experience in financial planning and marketing. She will be helping Julie with our financial planning as well as helping me with investment research and marketing. Merissa is currently enrolled in classes that will have her earning her CFP®. In the short 6 weeks she has been here, I can already see she will elevate our level of services to our clients!! Please say hello the next time you stop in to see us! Her contact info is: Merissa@CaissaWealth.com or 952-777-4306.
New DOL Rules
Caissa has been doing it all along!
The "Conflict of Interest Rule" proposed by the DOL seeks to apply a "fiduciary standard" to any financial advisor who makes recommendations about clients' retirement accounts. The ruling is expected to reshape the financial industry for many advisors. While this may be a big change for the brokerage industry, we have ALWAYS practiced with these fiduciary standards.
Regarding the markets, the last eight months have been tough. While 2015 got off to a rocket start, the markets gave up most of their gains for the year domestically and internationally it was a terrible year - down between 5-13% depending on the investment.