March 17, 2020

Staying Connected With Your CAISSA Team

Our clients' prosperity is our highest priority here at CAISSA. During uncertain times, know that we are always available to answer your questions and provide you with expert, strategic guidance. Whether you are practicing some social distancing or simply out of town, your CAISSA team is never far away. In addition to calls and emails, we also host virtual meetings via Skype and Zoom . If you are interested, please let us know. We will also send out more information on this topic in the coming week.

Kelly Talks Coronavirus Fears on Fox 9 News Events are being canceled, people are staying home from work and the stock market is incredibly volatile. The coronavirus is having widespread economic implications. Kelly was asked to appear on Fox 9 News this past weekend to explain COVID-19's impact on the economy and her five tips for investors. Watch the interview...

ICYMI: Coronavirus and the Markets "There is an end to this, we just don’t know when yet. The good news is this is not a result of a systemic issue like in 2008 with the financial crisis." For a deep dive into the recent stock market dips, the strength of our Tranches of Income strategy and what clients can do now, click the link below to read Kelly's memo. Read the memo...

CAISSA Wealth Strategies 7825 Washington Ave., Suite 725 Bloomington, MN 55439 Main Line: 952-777-2270 Expect more from your financial advisor.

Email Kelly

‌ ‌