What is an RIA?
What is an RIA? When thinking about managing your nest egg you can do it yourself, work with a broker, work with a financial adviser or work with Caissa, an […] READ MORE >
What Does it Mean to be a CFP®?
Written by Julie Betchwars, CFP® Kelly mentioned that we recently celebrated Merissa completing her initial steps to become a Certified Financial Planner™, a CFP®. […] READ MORE >
CAISSA Investments: Market Update
Written by Kelly S. Olson Pedersen, CFP®, CDFA Caissa portfolio management in June As of the end of June, we were still taking profits […] READ MORE >
May’s Note From Caissa – Summer Series Introduction
Summertime in MN – I don’t think there is a better place to be! As summer starts to draw closer, you might be welcoming college kids back into the house; […] READ MORE >
The Philosophy Behind Our Investment Decisions
The Philosophy of Caissa Most of you have heard me talk about my partner, Greg Pierce, and about the due diligence provided by our Investment Committee. Find out how the […] READ MORE >
Four Things to Think About Before Paying Off Your Mortgage
Written by Kelly S. Olson Pedersen, CFP®, CDFA Consider the Pros and Cons Investment Return From the standpoint of black and white math, you invest your money where it will […] READ MORE >
CAISSA Updates: Market Update – Hedging Strategies
Written by Kelly S. Olson Pedersen, CFP®, CDFA When the stock market starts to pull back and decline (the average intra-year decline is about 14% every year going back 36 […] READ MORE >
Is Your Estate Plan Missing Valuable Digital Assets?
There is a new type of asset that we all need to pay attention to when drafting our estate plans to pass assets to our loved ones. They are “Digital […] READ MORE >
Things to Consider Before Meeting with an Estate Planning Attorney
Written by Kelly S. Olson Pedersen, CFP®, CDFA Thinking things through to get a sense of direction Consulting an estate planning attorney can be an eerie feeling; after all, you […] READ MORE >
CAISSA Investments: Market Update
Written by Kelly S. Olson Pedersen, CFP®, CDFA A tip for all of our clients Clients may be reviewing quarterly performance reports sent to you electronically this month. While the […] READ MORE >