2019 Medicare Updates
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 >
Note from CAISSA: Introducing our new look… what have we been up too?
Note from CAISSA Is it just us, or has summer just flown by again this year? At CAISSA, we have been extra busy this summer working on and polishing up [...] READ MORE >
Chart of the Month: Fixed Income Yields & Returns
Chart of the Month: Fixed Income Yields & Returns Written by Kelly S. Olson Pedersen, CFP®, CDFA The bottom line is that many bond mutual funds own MANY different types [...] READ MORE >
Investment Update: Tranche 1- Why Seven years
Written by Kelly S. Olson Pedersen, CFP®, CDFA Chart of the Month: Why do we use seven years for our first Tranche term? At Caissa, we use a unique Tranches [...] READ MORE >
Investment Update: Chart of the Month
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 >
A Guide to Deducting your Home Equity Line of Credit
A Guide to Deducting your Home Equity Line of Credit Do you have a line of credit on your house or vacation house and wondering if you can deduct the [...] READ MORE >
Caissa Takes an Innovative Approach to Wealth Management, Financial Planning
The doldrums of an economic recession might not seem like the best time or place in which to launch a wealth management company. READ MORE >
Understanding Capital Gains Distributions
Understanding Capital Gains Distributions What are Capital Gains Distributions? Investment management can be difficult, but here is the long and short of mutual fund investment strategies. As a mutual fund [...] READ MORE >
CAISSA’s Investment Update: Chart of the Month
CAISSA’s Investment Update: Chart of the Month Market Downturns and Recoveries The investment update and chart below are a great example of why we apply our Tranches of Income strategy [...] READ MORE >
Kelly Shares Recommendations on Fox 9 News
Kelly Shares Recommendations on Fox 9 News Kelly on FOX 9 Morning Saturday News on February 10, 2018, discussing recent stock market swings and recommendations for investors. Caissa, a fee-based [...] READ MORE >