CAISSA SPOTLIGHT: Meet Lucas Aubin
Lucas Aubin Investment Specialist lucas@caissawealth.com (952) 297-8491 Lucas’ Bio SPOTLIGHT Interview ~What is your role at CAISSA? (i.e. How would you explain your job to someone new to […] READ MORE >
Acronyms Matter: Why you should work with a financial advisor who is a CFP®
By Kelly S. Olson Pedersen, CFP®, CDFA It can seem like alphabet soup. CFP®. CDFA. CFA. CPA. CIMA. As confusing as it may […] READ MORE >
What is a ‘personal CFO’? 6 reasons why you need one
By Kelly S. Olson Pedersen, CFP®, CDFA Does this sound familiar? Your taxes have become mind-boggling complicated. You are a business owner or corporate executive whose compensation has grown increasingly […] 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 a potentially bigger tax hit later. That, in essence, is what we’ve been telling clients who are […] READ MORE >
The stock market is near an all-time high. What is your greatest risk?
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 […] READ MORE >
Proactively Optimizing Client Investments, Taxes and Financial Planning Through This Downturn
A note from Kelly Olson Pedersen, CFP® This has been a crazy couple of months. Not only are the markets having fits and starts, but we are in an unprecedented […] 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. What can investors do to protect […] 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 are being used. The S&P […] READ MORE >
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 this afternoon to explain why and what viewers can do in […] READ MORE >
Secure Act Summary
By Kelly Olson Pedersen, CFP® The Secure Act — which stands for “Setting Every Community Up for Retirement Enhancement” — enacts many new provisions intended to strengthen retirement security across […] READ MORE >