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
Written by Kelly S. Olson Pedersen, CFP®, CDFA Putting market drops in perspective The chart below shows the annual return compared to the average intra-year drop (or largest market drops […] READ MORE >
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 interest on next year’s tax return? We have answers for […] 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
As a mutual fund owner, there are a few ways to get returns. One is by selling shares of the mutual fund at a gain. The other is to have […] READ MORE >
CAISSA’s Investment Update: Chart of the Month
Market Downturns and Recoveries The chart below is a great example of why we apply our Tranches of Income strategy to our asset allocations. Going back to the Great Depression, […] READ MORE >
Tips For Charitable Giving With the New Tax Bill
There will be big changes in how people give to charities this year. The tax bill that was passed in December included many provisions that will likely have a […] READ MORE >
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. READ MORE >
Market Update: February’s market swings
JP Morgan perfectly summed up the recent market volatility, this speaks for itself. READ MORE >
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 to not only think […] READ MORE >