The Financial Backdrop as Ukraine Waits and Worries
Dear Clients and Colleagues, Tensions in the Ukraine are coming to a head after much posturing. I wanted to provide some color as to how the situation might effect our [...] READ MORE >
CAISSA SPOTLIGHT: Meet Amy Ziegler
Amy Ziegler Operations Specialist amy@caissawealth.com (952) 247-0179 Amy’s Bio SPOTLIGHT Interview ~What is your role at CAISSA? (i.e. How would you explain your job to someone new to [...] READ MORE >
Parents and Grandparents: 6 Things You Probably Don’t Know About 529 Plans and Saving for College
How to fulfill your wish to send your kids (or grandkids) to college and bolster your estate planning in the process By Kelly S. Olson Pedersen, CFP®, CDFA [...] READ MORE >
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®
Acronyms Matter: Why you should work with a financial advisor who is a CFP® By Kelly S. Olson Pedersen, CFP®, CDFA It can [...] READ MORE >
Another shot at happily ever after: financial advice for women who plan to remarry
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 [...] READ MORE >
Six strategies to maximize your portfolio investments as the new administration takes over
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 [...] READ MORE >
Chart of the Month: Intra-Year Declines
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 [...] READ MORE >
Tips for Charitable Giving with the 2018 Tax Bill
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 [...] READ MORE >
What is a Yield Curve and Why is Everyone Talking About It?
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. [...] READ MORE >