123

< Back to Blog

2018 CAISSA Investment Review

January 29, 2019

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 >

Investment Update: Chart of the Month

April 17, 2018

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 >

Reduce Your Investment Gains Tax Bill

November 21, 2017

You might be thinking this is imposssible…but there is a strategy that prudent and attentive advisors use called “Tax Loss Harvesting”. Caissa helps reduce the amount clients owe for taxes […] READ MORE >