Inflation is back: should you worry about it?
Inflation is back: should you worry about it? By Kelly Pedersen, CFP® Inflation is back in the news in a way we haven’t seen in years. The annual rate of […] READ MORE >
Inflation is back: should you worry about it? By Kelly Pedersen, CFP® Inflation is back in the news in a way we haven’t seen in years. The annual rate of […] READ MORE >
7 ways to make the most of your charitable giving By Kelly Pedersen, CFP® It’s that time of year when many of us are feeling charitable and thinking about giving […] READ MORE >
Capital gains distributions: be aware and be prepared By Kelly Pedersen, CFP® First, the good news. Markets are up across the board. The S&P 500 has risen more than 22 […] READ MORE >
Andrew Campbell Senior Wealth AdvisorAndrew@caissawealth.com(952) 208-1452 Andrew’s Bio SPOTLIGHT Interview ~What is your role at CAISSA? (i.e. How would you explain your job to someone new to financial services?)~ […] READ MORE >
What every woman over age 50 going through divorce needs to know to take control of her financial future By Kelly Pedersen, CFP®, CDFA As a Certified Divorce Financial Analyst […] READ MORE >
Melissa Hoffman Client Relations SpecialistMelissa@caissawealth.com(952) 777-2274 Melissa’s Bio SPOTLIGHT Interview ~What is your role at CAISSA? (i.e. How would you explain your job to someone new to financial services?)~My role […] READ MORE >
What is a ‘personal CFO’? 6 reasons why you need one By Kelly S. Olson Pedersen, CFP®, CDFA Does this sound familiar? Your taxes have become mind-boggling complicated. You are […] READ MORE >
Think taxes are going up? It’s time to stop investing everything in your traditional 401(k) or IRA! By Kelly Olson Pedersen, CFP®, CDFA Bite the tax bullet now to avoid […] READ MORE >
Complacency – your greatest risk as the stock market nears an all-time high By Kelly Olson Pedersen, CFP®, CDFA With the stock markets hovering at all-time highs, one of the […] READ MORE >
Chart of the Month: Fixed Income Yields & Returns Written by Kelly S. Olson Pedersen, CFP®, CDFA The bottom line is that many bond mutual funds own MANY different types […] READ MORE >