CAISSA Takes an Innovative Approach to Wealth Management, Financial Planning
The doldrums of an economic recession might not seem like the best time or place in which to launch a wealth management company.
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CAISSA’s Investment Update: Chart of the Month
CAISSA’s Investment Update: Chart of the Month Market Downturns and Recoveries The investment update and chart below are a great example of why we apply our Tranches of Income strategy [...]
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Kelly Shares Recommendations on Fox 9 News
Kelly Shares Recommendations on Fox 9 News Kelly on FOX 9 Morning Saturday News on February 10, 2018, discussing recent stock market swings and recommendations for investors. CAISSA, a fee-based [...]
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Reduce Your Investment Gains Tax Bill
Reduce Your Investment Gains Tax Bill 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 [...]
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Top 5 Reasons Why CAISSA feels This Market has Room to Run
Top 5 Reasons Why CAISSA feels This Market has Room to Run Written by Kelly S. Olson Pedersen, CFP®, CDFA [...]
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Kelly’s article is published in Market Watch
Retirement Drawdown and Your Retirement Income Portfolio Going into retirement, one of the most overwhelming concerns you may be having is, “Will we have enough money to support us for [...]
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CAISSA Investments: Market Update – New York City
Written by Kelly S. Olson Pedersen, CFP®, CDFA CAISSA Investments: Market Update – New York City Investment Due Diligence – [...]
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CAISSA’s Tranches of Income
CAISSA’s Tranches of Income At CAISSA, our philosophy to wealth management incorporates withdrawal timeframes, or “tranches” to plan ahead for market dips. We are told by our clients that this [...]
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CAISSA Investments: Market Update | June 2017
Written by Kelly S. Olson Pedersen, CFP®, CDFA CAISSA Investments: Market Update | June 2017 CAISSA portfolio management in June As of the [...]
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The Philosophy Behind Our Investment Decisions
The Philosophy of CAISSA Most of you have heard me talk about my partner, Greg Pierce, and about the due diligence provided by our Investment Committee. Find out how the [...]
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