Financial Planning Philosophy
Financial Planning Philosophy Written by Kelly S. Olson Pedersen, CFP®, CDFA Something that we often hear when we start working with a [...]
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Is Your Retirement Plan “Torpedo Proofed”?
Our torpedo proofing process helps our clients to not just get TO retirement, but THROUGH it. CAISSA Wealth Strategies is a fee based registered investment advisory firm, specializing in personal, [...]
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CAISSA Investments: Market Update – New York City
Written by Kelly S. Olson Pedersen, CFP®, CDFA CAISSA Investments: Market Update – New York City Investment Due Diligence – [...]
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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 [...]
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What is a Registered Investment Advisor (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 [...]
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What Does it Mean to be a CFP®?
Written by Julie Betchwars, CFP® What Does it Mean to be a CFP®? Kelly mentioned that we recently celebrated Merissa completing her initial steps [...]
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CAISSA Investments: Market Update | June 2017
Written by Kelly S. Olson Pedersen, CFP®, CDFA CAISSA Investments: Market Update | June 2017 CAISSA portfolio management in June As of the [...]
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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; [...]
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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 [...]
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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 [...]
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