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 >
Beneficiary Designations… It’s Not That Simple
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 […] READ MORE >
Job Opening: Associate Planner
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 […] READ MORE >
Kelly Receives International Award for Women Entrepreneurs
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 […] READ MORE >