Taking action in good financial markets
Taking action in good financial markets A note from Kelly Pedersen, CFP® Too many times it’s only when media outlets are reporting that the market has “crashed” that people want [...] READ MORE >
Chart of the Month: China’s Response to U.S. Tariffs
Chart of the Month: China’s Response to U.S. Tariffs by Kelly Pedersen, CFP® This month, the markets were sent reeling following news that China would raise tariff rates on $60 [...] READ MORE >
Investment 101: Asset Classes and Blended Benchmarks
Investment 101: Asset Classes and Blended Benchmarks by Kelly Pedersen, CFP® Large-Cap, Mid-Cap, Small-Cap… What’s the Difference? Asset allocation is a commonly used term in our industry. It is very [...] READ MORE >
CAISSA Spotlight: Meet Julie
CAISSA Spotlight: Meet Julie For this month’s spotlight, we’re profiling our Director of Financial Planning Julie Betchwars, CFP®, who has been a part of our team since 2014. What is your [...] READ MORE >