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How Investors Can Respond To Covid-19

March 16, 2020

Events are being canceled, people are staying home from work and the stock market is incredibly volatile. The coronavirus is having widespread economic implications. What can investors do to protect […] READ MORE >

Coronavirus and the Stock Markets

March 13, 2020

By Kelly Olson Pedersen, CFP® Executive Summary (details following): The Coronavirus has halted consumers as large events are being cancelled, people are staying home from social functions and sick days […] READ MORE >

Market Review and 2020 Forecast

February 3, 2020

By Kelly Olson Pedersen, CFP® Last year proved to be a great year in the markets for stocks and bonds alike! After taking a hit with rising interest rates in […] READ MORE >

Recap: 5 Days of Giving

January 17, 2020

A CAISSA favorite – our annual 5 Days of Giving campaign – recently concluded. Thank you to everyone who voted for your favorite charities last month. It’s truly inspiring to […] READ MORE >

Secure Act Summary

January 2, 2020

By Kelly Olson Pedersen, CFP® The Secure Act — which stands for “Setting Every Community Up for Retirement Enhancement” — enacts many new provisions intended to strengthen retirement security across […] READ MORE >

CAISSA Spotlight: Meet Kelly

November 27, 2019

For this month’s spotlight, we’re profiling our Founder and CEO Kelly S. Olson Pedersen, who founded CAISSA in 2009. What gets you excited about your work? I love identifying and taking […] READ MORE >

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