Is the Next Recession Approaching? Kelly Shares Insights on KARE 11 Americans have been bracing for the next recession, but it might not be imminent. Kelly stopped by KARE 11 [...] READ MORE >
Secure Act Summary By Kelly Olson Pedersen, CFP® The Secure Act — which stands for “Setting Every Community Up for Retirement Enhancement” — enacts many new provisions intended to strengthen [...] READ MORE >
Kelly Shares Tips to Avoid Holiday Scams on KARE 11 It’s the holiday season and unfortunately, that means scams are on the rise. Kelly stopped by KARE 11 to explain [...] READ MORE >
Resources to teach financial lessons at any age With the fall season underway, many families are back to their school year routines. We know that good money and budgeting habits [...] READ MORE >
What is a Yield Curve and Why Do We Care About It? by Kelly Pedersen, CFP® The Yield Curve The yield curve is a graph plotting bonds differing in lengths [...] READ MORE >
Taking action in good financial markets A note from Kelly Pedersen, CFP® Too many times it’s only when media outlets are reporting that the market has “crashed” that people want [...] 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 [...] 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 chart of [...] 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 [...] READ MORE >
Written by Kelly S. Olson Pedersen, CFP®, CDFA Don’t wait until a claim has occurred to review your policy…that might be TOO late [...] READ MORE >