Staying Calm During Market Ups and Downs
Staying Calm During Market Ups and Downs When we react emotionally to the market, the emotions that typically rule our decision-making are fear and greed. Over the last month, we [...] READ MORE >
Proactively Optimizing Client Investments, Taxes and Financial Planning Through This Downturn
Proactively Optimizing Client Investments, Taxes and Financial Planning Through This Downturn A note from Kelly Olson Pedersen, CFP® This has been a crazy couple of months. Not only are the [...] READ MORE >
Financial Planning During COVID-19
Financial Planning During COVID-19 The COVID-19 pandemic has brought a tremendous amount of fear into the stock market. But strong financial planning can help mitigate anxieties. Our founder and CEO, [...] READ MORE >
CARES Act: What you should know
CARES Act: What you should know The CARES Act – a $2 trillion coronavirus response and stimulus package – was signed into law on March 27, 2020. CAISSA CEO and [...] READ MORE >
How Investors Can Respond To Covid-19
How Investors Can Respond To Covid-19 Events are being canceled, people are staying home from work and the stock market is incredibly volatile. The coronavirus is having widespread economic implications. [...] READ MORE >
Coronavirus and the Stock Markets
Coronavirus and the Stock Markets Executive Summary (details following): The Coronavirus has halted consumers as large events are being canceled, people are staying home from social functions and sick days [...] READ MORE >
Market Review and 2020 Forecast
Market Review and 2020 Forecast By Kelly Olson Pedersen, CFP® Last year proved to be a great year in the markets for stocks and bonds alike! Here’s a market review [...] READ MORE >
Recap: 5 Days of Giving
Recap: 5 Days of Giving A CAISSA favorite – our annual 5 Days of Giving campaign – recently concluded. Thank you to everyone who voted for your favorite charities last [...] READ MORE >
Is the Next Recession Approaching? Kelly Shares Insights on KARE 11
Is the Next Recession Approaching? Kelly Shares Insights on KARE 11 Americans have been bracing for the next recession, but it might not be imminent. Kelly stopped by KARE 11 [...] READ MORE >
Secure Act Summary (IRA Beneficiary Distribution Changes)
Secure Act Summary By Kelly Olson Pedersen, CFP® The Secure Act — which stands for “Setting Every Community Up for Retirement Enhancement” — enacts many new provisions intended to strengthen [...] READ MORE >