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 have seen a very nice bounce in […] READ MORE >
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 markets having fits and starts, but we are in an unprecedented […] READ MORE >
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, Kelly Olson Pedersen, was […] READ MORE >
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 Founder Kelly Pedersen participated in a […] READ MORE >
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. What can investors do to protect […] READ MORE >
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 are being used. The S&P […] READ MORE >
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 of what we saw in […] READ MORE >
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 month. It’s truly inspiring to […] READ MORE >
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 this afternoon to explain why and what viewers can do in […] READ MORE >
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 retirement security across […] READ MORE >