
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 >
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 >
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 >
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 >
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 [...] 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 [...] 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 [...] 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 [...] 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 [...] 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. [...] READ MORE >