
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 >
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! By Kelly Olson Pedersen, CFP®, CDFA Bite the tax bullet now to avoid […] READ MORE >
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 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 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 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 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 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 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 >