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 >
Forethoughts of Paying Off Your Mortgage
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
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?
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 >
Things to Consider Before Meeting with an Estate Planning Attorney
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 >
CAISSA Investments: Market Update | April 2017
Written by Kelly S. Olson Pedersen, CFP®, CDFA CAISSA Investments: Market Update | April 2017 A tip for all of our clients Clients may be reviewing quarterly performance reports sent [...] READ MORE >
I have a will, do I need a trust?
I have a will, do I need a trust? Written by Kelly S. Olson Pedersen, CFP®, CDFA Many people think a trust is something for rich people only. While the [...] READ MORE >
Kelly Pedersen, CFP®, CDFA Awarded the Five Star Wealth Manager Award for 2017!
Kelly Pedersen, CFP®, CDFA Awarded the Five Star Wealth Manager Award for 2017! The Five Star Wealth Manager award program is the largest and most widely published wealth manager award [...] READ MORE >
March’s Note from Caissa
March’s Note from Caissa Fresh Starts As we have turned the corner into March we start thinking about Spring Cleaning and starting fresh! Going into the end of the year [...] READ MORE >
Tax Loss Harvesting: How to Benefit From Your Losses
Tax Loss Harvesting: How to Benefit From Your Losses Sell my losses!!! What??? Yes, you read it correctly. This is actually a strategy that a good advisor uses at the [...] READ MORE >