CAISSA Spotlight: Meet Denise

February 19, 2019

CAISSA Spotlight: Meet Denise Welcome to our new recurring  feature, the CAISSA Spotlight. Periodically throughout the next year, we’ll introduce you to a member of CAISSA. This month we’re profiling […] READ MORE >

2018 CAISSA Investment Review

January 29, 2019

2018 CAISSA Investment Review by Kelly Pedersen, CFP® This is my annual review of the markets for the year and where we might be going. It starts off with basic […] READ MORE >

2019 Medicare Updates

October 24, 2018

2019 Medicare Updates Written by Kelly S. Olson Pedersen, CFP®, CDFA Trying to understand Medicare can be confusing and overwhelming. We have some resources to help make it a little […] READ MORE >

Investment Update: Chart of the Month

April 17, 2018

Investment Update: Chart of the Month Written by Kelly S. Olson Pedersen, CFP®, CDFA Putting market drops in perspective The chart below shows the annual return compared to the average […] READ MORE >

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