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 >
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 >
Investment 101: Asset Classes and Blended Benchmarks by Kelly Pedersen, CFP® Large-Cap, Mid-Cap, Small-Cap… What’s the Difference? Asset allocation is a commonly used term in our industry. It is very [...] 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 >
Kelly Shares 2019 Investing Tips on KARE 11 Kelly stopped by KARE 11 News today to talk about the recent stock market dip and how investors can respond. This interiew [...] 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 >
Chart of the Month: Fixed Income Yields & Returns Written by Kelly S. Olson Pedersen, CFP®, CDFA The bottom line is that many bond mutual funds own MANY different types [...] READ MORE >
Written by Kelly S. Olson Pedersen, CFP®, CDFA Chart of the Month: Why do we use seven years for our first Tranche term? At Caissa, we use a unique Tranches [...] READ MORE >
Investment Update: Chart of the Month Written by Kelly S. Olson Pedersen, CFP®, CDFA Putting market drops in perspective The chart below shows the annual return compared to the average [...] READ MORE >