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 >
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 >