What is a Yield Curve and Why is Everyone Talking About It?
by Kelly Pedersen, CFP® It happened, the yield curve inverted. Talking heads have made the topic go viral. Many people may be asking “What is an inverted yield curve?” In […] 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 investment principals and gets […] 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. 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 graph below of S&P returns since 1926 and answer this question: Are you a long-term […] READ MORE >
2019 Medicare Updates
Written by Kelly S. Olson Pedersen, CFP®, CDFA Trying to understand Medicare can be confusing and overwhelming. We have some resources to help make it a little easier to understand. […] READ MORE >
Things to Consider Before Meeting with an Estate Planning Attorney
Written by Kelly S. Olson Pedersen, CFP®, CDFA Thinking things through to get a sense of direction Consulting an estate planning attorney can be an eerie feeling; after all, you […] READ MORE >
CAISSA Investments: Market Update
Written by Kelly S. Olson Pedersen, CFP®, CDFA A tip for all of our clients Clients may be reviewing quarterly performance reports sent to you electronically this month. While the […] READ MORE >
I have a will, do I need a trust?
Written by Kelly S. Olson Pedersen, CFP®, CDFA Why you may want to consider having both Many people think a trust is something for rich people only. While the word […] READ MORE >
Kelly Pedersen, CFP®, CDFA Awarded the Five Star Wealth Manager Award for 2017!
The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in the financial services industry. In the Twin Cities, 2,304 wealth managers […] READ MORE >
March’s Note from Caissa
Fresh Starts As we have turned the corner into March we start thinking about Spring Cleaning and starting fresh! Going into the end of the year we made a huge […] READ MORE >