Caserta & de Jongh, LLC

01/30/2026

Happy Birthday, John Caserta! 🎂
We hope today is a great reminder of the impact you make, not just through your work, but through the way you lead and support the people around you. Wishing you a fantastic year ahead!

09/24/2025

Think life insurance is too expensive or unnecessary? Think again. We’re closing out Life Insurance Awareness Month by debunking the biggest myths in our latest Client Classroom.



https://youtu.be/oADkEr44evA?si=W5X0ov_ptN5lZP_2

09/10/2025

Life insurance isn’t one-size-fits-all

The right policy depends on your goals, stage of life, and financial needs. In this week’s Client Classroom, we break down the different types of life insurance, how they work, and which options might make sense for you and your family.



📺 Watch the full video here:

Life insurance isn’t one-size-fits-all. 🛡️ In this week’s Client Classroom, we break down the different types of life insurance policies and how to choose t...

09/03/2025

Your family’s future matters — not just this month, but every month.

Life insurance isn’t about policies. It’s about peace of mind and knowing your loved ones are protected.

Let’s review your options together.

08/27/2025

Market swings are inevitable — but panic isn’t.

In this week’s Client Classroom, we break down practical strategies for navigating market volatility with confidence.

🎥 Watch now to learn how to stay focused on your long-term plan, even when short-term headlines feel overwhelming.

The market’s up one day and down the next — but that doesn’t mean your financial plan has to ride the same rollercoaster. 🎢In this Client Classroom episode,...

08/26/2025

Theo and Gimli remind us every day what loyalty, joy, and a good tail wag can do for the soul. Grateful for our four-legged coworkers this International Dog Day! ☺️🐾

08/21/2025

📊 Same investment. Two investors. Two very different outcomes.

The type of “return” shown on your statement can tell a very different story than you might expect.

In this week’s Client Classroom, we break down the difference between time-weighted and dollar-weighted returns in simple, straightforward terms, so you can understand what your statement is really saying.

You made money—but was it the investment that did well, or you? In this episode of Client Classroom, we break down the difference between time-weighted and d...

03/24/2025

Are Your Financial Records Secure? 🛡️

Last year, I explored World Backup Day, which is coming up this Monday.

Alongside tax season, it’s the perfect time to ask: Do you have a plan for protecting your important documents?

From fraud to cyber threats, keeping your financial records safe isn’t just smart—it’s essential.

In this Client Classroom from last year, I broke down best practices for organizing, securing, and backing up your sensitive financial information.

💡 Learn how to:

✅ Protect yourself from scams and fraud
✅ Stay compliant with legal record-keeping requirements
✅ Make smarter financial decisions with well-organized documents

Watch now and take control of your financial security 🔒

World Backup Day is this Sunday, March 31st.With scams, hackers, and fraud becoming more prominent and consistent in this digital age, this Client Classroom ...

03/17/2025

📉 Market volatility has been front and center lately...

And with so much uncertainty, investors are asking: How do major political events shape the markets?

Last summer, our interns explored this very topic, analyzing how presidential elections historically influence stocks and bonds—and their insights remain just as relevant today.

🎥 Anthony breaks down past election cycles and their impact on the stock market, helping investors understand patterns and potential risks.

🎥 Giancarlo takes a deep dive into the bond market, explaining how elections can influence bond yields and why bonds may serve as a stabilizing force in uncertain times.

If market swings have you feeling uneasy, these videos can provide historical context and valuable perspective to give you a clearer view of what history tells us about politics and your portfolio!

Share your videos with friends, family, and the world

03/10/2025

⭐ Tax Season Ends Soon—Are You Prepared?

With just a month left in tax season, now is the time to take action—especially if you’ve realized you owe more than expected.


A surprise tax bill can be stressful, but there are steps you can take now to manage what you owe and set yourself up for next year.

In our latest Client Classroom video, John walks through:


📒 What to do if you owe taxes
❌ How to avoid penalties
💸 Ways to adjust your strategy

Learn all of this so you’re in a better position next year!

03/03/2025

Could you be making this mistake on your taxes?



Every year, taxpayers miss out on valuable deductions and credits simply because they don’t realize they qualify.

In this episode of The Client Classroom, I'm breaking down some key tax benefits that could help you save:

⬇️ Deductions that lower your taxable income
💸 Credits that directly reduce your tax bill,

Knowing what’s available to you can make a real difference. Don’t leave money on the table—watch now to see what you might be missing!

02/24/2025

Are you paying more in taxes than necessary?



Many people assume their entire income is taxed at the highest rate they reach—but that’s not how tax brackets actually work.

Understanding the system and using the right strategies can help you reduce your tax burden.


Today, learn about:

💰 How tax brackets really work (it’s not what most people think!)
⬇️ Ways to lower your taxable income before filing
💸 Smart tax strategies to keep more of your money

Watch the newest Client Classroom below!