CAISSA SPOTLIGHT: Meet Lucas Aubin
Lucas Aubin Investment Specialist lucas@caissawealth.com (952) 297-8491 Lucas’ Bio SPOTLIGHT Interview ~What is your role at CAISSA? (i.e. How would you explain your job to someone new to […] READ MORE >
Acronyms Matter: Why you should work with a financial advisor who is a CFP®
By Kelly S. Olson Pedersen, CFP®, CDFA It can seem like alphabet soup. CFP®. CDFA. CFA. CPA. CIMA. As confusing as it may […] READ MORE >
Another shot at happily ever after: financial advice for women who plan to remarry
By Kelly S. Olson Pedersen, CFP®, CDFA More and more of us are walking down the aisle once again. According to Pew Research, nearly 42 million adults in the United States […] READ MORE >
Six strategies to maximize your portfolio investments as the new administration takes over
By Kelly Olson Pedersen, CFP®, CDFA With a new administration in place, many of CAISSA’s clients are asking, “What does this mean for my portfolio investments? Is this the time […] READ MORE >
Chart of the Month: Intra-Year Declines
In an effort to find perspective around market volatility, we look to a chart that J.P. Morgan updates every quarter tracking intra-year declines. This chart maps annual gains or losses […] READ MORE >
Tips for Charitable Giving with the 2018 Tax Bill
There have been big changes in how people are now giving to charities. The tax bill that was passed in December of 2018 included many provisions that found a lot […] READ MORE >
What is a Yield Curve and Why is Everyone Talking About It?
by Kelly Pedersen, CFP® It happened, the yield curve inverted. Talking heads have made the topic go viral. Many people may be asking “What is an inverted yield curve?” In […] READ MORE >
Beneficiary Designations… It’s Not That Simple
by Kelly Pedersen, CFP® We have all likely filled out a beneficiary form at one point in our life. Often a name gets filled in, not realizing that there were […] READ MORE >
Job Opening: Associate Planner
CAISSA has grown rapidly and we are looking to welcome an additional Associate Planner to the team! If you are or you know anyone who might be interested in this […] READ MORE >
Kelly Receives International Award for Women Entrepreneurs
Kelly was recently named a winner of the 2019 Enterprising Women of the Year Award, an international award from Enterprising Women magazine that recognizes women entrepreneurs. To win, nominees must demonstrate […] READ MORE >