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 [...]
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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 [...]
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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 [...]
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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.
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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 [...]
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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 [...]
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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 [...]
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Market Update: February’s market swings
Market Update: February’s market swings JP Morgan perfectly summed up the recent market volatility, this speaks for itself.
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CAISSA’s Financial Planning Process
CAISSA’s Financial Planning Process We take great pride in our approach to financial planning. The value we bring to our clients is in our drive to detail, experience, and the knowledge [...]
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Intro to CAISSA
Learn more about CAISSA (Ky-suh) CAISSA Wealth Strategies is a fee based registered investment advisory firm, specializing in personal, dynamic wealth management. Based in Bloomington, Minnesota, CAISSA financial planning professionals [...]
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