Caissa’s Tranches of Income
Caissa’s Tranches of Income At Caissa, our philosophy to wealth management incorporates withdrawal timeframes, or “tranches” to plan ahead for market dips. We are told by our clients that this […] READ MORE >
Caissa’s Tranches of Income At Caissa, our philosophy to wealth management incorporates withdrawal timeframes, or “tranches” to plan ahead for market dips. We are told by our clients that this […] READ MORE >
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 >
Written by Julie Betchwars, CFP® What Does it Mean to be a CFP®? Kelly mentioned that we recently celebrated Merissa completing her initial steps […] READ MORE >
Written by Kelly S. Olson Pedersen, CFP®, CDFA CAISSA Investments: Market Update | June 2017 Caissa portfolio management in June As of the […] READ MORE >
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 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 […] 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 […] 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 […] READ MORE >
Written by Kelly S. Olson Pedersen, CFP®, CDFA Things to Consider Before Meeting with an Estate Planning Attorney Thinking things through to get a sense of direction Consulting an estate […] READ MORE >