Job Opening: Associate Planner
CAISSA has grown rapidly and we are looking to welcome an additional Associate Planner to the team! If you are or you know anyone who might be interested in this […] READ MORE >
Kelly Receives International Award for Women Entrepreneurs
Kelly was recently named a winner of the 2019 Enterprising Women of the Year Award, an international award from Enterprising Women magazine that recognizes women entrepreneurs. To win, nominees must demonstrate […] READ MORE >
CAISSA Spotlight: Meet Denise
Welcome to our new recurring feature, the CAISSA Spotlight. Periodically throughout the next year, we’ll introduce you to a member of CAISSA. This month we’re profiling Associate Denise Thornburgh, who […] READ MORE >
2018 CAISSA Investment Review
by Kelly Pedersen, CFP® This is my annual review of the markets for the year and where we might be going. It starts off with basic investment principals and gets […] READ MORE >
Kelly Shares 2019 Investing Tips on KARE 11
Kelly stopped by KARE 11 News today to talk about the recent stock market dip and how investors can respond. READ MORE >
Chart of the Month: The Critical Element in Investing and Winning: Controlling Emotions
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 >
2019 Medicare Updates
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 >
Note from CAISSA: Introducing our new look… what have we been up too?
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 >
Chart of the Month: Fixed Income Yields & Returns
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 >
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 >