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 >
Torpedo Proofing Retirment Visions
Torpedoes are toxic events that can drastically alter your retirement vision. Because we use our torpedo proofing process with our clients, they tell us they find comfort and confidence in always knowing that […] READ MORE >
Emotional Investing
Caissa can help to remove the temptation for dramatic changes that are fueled by emotions. READ MORE >
Caissa’s Tax Update: Details about the Bill to be Voted On
“Tax Cuts and Jobs Act” of 2017 (TCJA) Written by Kelly S. Olson Pedersen, CFP®, CDFA December 18, 2017 We have more and more information coming out about the tax […] READ MORE >
Market Update: November
Chart of the Week: Unemployment is still declining as wages are inflating (albeit at a bit slower pace – see below). Wage inflation is one of the leading indicators of […] READ MORE >