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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 >