Written by Kelly S. Olson Pedersen, CFP®, CDFA Here’s a little experiment. Look at the graph below of S&P returns since 1926 and answer this question: Are you a long-term […] READ MORE >
Written by Kelly S. Olson Pedersen, CFP®, CDFA Trying to understand Medicare can be confusing and overwhelming. We have some resources to help make it a little easier to understand. […] READ MORE >
Is it just us, or has summer just flown by again this year? At CAISSA, we have been extra busy this summer working on and polishing up our newly redesigned website… […] READ MORE >
Written by Kelly S. Olson Pedersen, CFP®, CDFA The bottom line is that many bond mutual funds own MANY different types of bonds and various maturities. If you don’t know […] READ MORE >
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 >
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 >
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 >
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 >
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 >
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 >