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 >
What is a ‘personal CFO’? 6 reasons why you need one By Kelly S. Olson Pedersen, CFP®, CDFA Does this sound familiar? Your taxes have become mind-boggling complicated. You are [...] READ MORE >
Think taxes are going up? It’s time to stop investing everything in your traditional 401(k) or IRA! By Kelly Olson Pedersen, CFP®, CDFA Bite the tax bullet now to avoid [...] READ MORE >
Complacency – your greatest risk as the stock market nears an all-time high By Kelly Olson Pedersen, CFP®, CDFA With the stock markets hovering at all-time highs, one of 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 >
Staying Calm During Market Ups and Downs When we react emotionally to the market, the emotions that typically rule our decision-making are fear and greed. Over the last month, we [...] 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 >
Proactively Optimizing Client Investments, Taxes and Financial Planning Through This Downturn A note from Kelly Olson Pedersen, CFP® This has been a crazy couple of months. Not only are the [...] READ MORE >
Financial Planning During COVID-19 The COVID-19 pandemic has brought a tremendous amount of fear into the stock market. But strong financial planning can help mitigate anxieties. Our founder and CEO, [...] READ MORE >
CARES Act: What you should know The CARES Act – a $2 trillion coronavirus response and stimulus package – was signed into law on March 27, 2020. CAISSA CEO and [...] READ MORE >