Over 50 and divorce: what you need to know
What every woman over age 50 going through divorce needs to know to take control of her financial future By Kelly Pedersen, CFP®, CDFA As a Certified Divorce Financial Analyst […] READ MORE >
Think taxes are going up? It’s time to stop investing everything in your traditional 401(k) or IRA!
Think taxes are going up? It’s time to stop investing everything in your traditional 401(k) or IRA! By Kelly Olson Pedersen, CFP®, CDFA Bite the tax bullet now to avoid […] READ MORE >
The stock market is near an all-time high. What is your greatest risk?
Complacency – your greatest risk as the stock market nears an all-time high By Kelly Olson Pedersen, CFP®, CDFA With the stock markets hovering at all-time highs, one of the […] READ MORE >
Six strategies to maximize your portfolio investments as the new administration takes over
Six strategies to maximize your portfolio investments as the new administration takes over By Kelly Olson Pedersen, CFP®, CDFA With a new administration in place, many of CAISSA’s clients are […] READ MORE >
Staying Calm During Market Ups and Downs
Staying Calm During Market Ups and Downs When we react emotionally to the market, the emotions that typically rule our decision-making are fear and greed. Over the last month, we […] READ MORE >
Chart of the Month: Intra-Year Declines
Chart of the Month: Intra-Year Declines In an effort to find perspective around market volatility, we look to a chart that J.P. Morgan updates every quarter tracking intra-year declines. This […] READ MORE >
How Investors Can Respond To Covid-19
How Investors Can Respond To Covid-19 Events are being canceled, people are staying home from work and the stock market is incredibly volatile. The coronavirus is having widespread economic implications. […] READ MORE >
Coronavirus and the Stock Markets
Coronavirus and the Stock Markets Executive Summary (details following): The Coronavirus has halted consumers as large events are being canceled, people are staying home from social functions and sick days […] READ MORE >
Market Review and 2020 Forecast
Market Review and 2020 Forecast By Kelly Olson Pedersen, CFP® Last year proved to be a great year in the markets for stocks and bonds alike! Here’s a market review […] READ MORE >