Financial Planning Philosophy

August 28, 2017

Written by Kelly S. Olson Pedersen, CFP®, CDFA                 Something that we often hear when we start working with a new client is […] READ MORE >

Caissa’s Tranches of Income

July 28, 2017

We are told by our clients that this process is incredibly helpful in removing anxiety from their minds because they don’t have to worry about the market ups and downs […] READ MORE >

What is an RIA?

June 27, 2017

When thinking about managing your nest egg you can do it yourself, work with a broker, work with a financial adviser or work with Caissa, an RIA.  Watch the whiteboard […] READ MORE >

What Does it Mean to be a CFP®?

June 26, 2017

Written by Julie Betchwars, CFP®             Kelly mentioned that we recently celebrated Merissa completing her initial steps to become a Certified Financial Planner™, a CFP®. […] READ MORE >

CAISSA Investments: Market Update

June 26, 2017

Written by Kelly S. Olson Pedersen, CFP®, CDFA               Caissa portfolio management in June As of the end of June, we were still taking profits […] READ MORE >

1 4 5 6 7 8 9