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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
It’s the holiday season and unfortunately, that means scams are on the rise. Kelly stopped by KARE 11 to explain some common scams to watch out for and how to […] READ MORE >
by Kelly Pedersen, CFP® The Yield Curve The yield curve is a graph plotting bonds differing in lengths of maturity and their corresponding interest rates. For example, the 2-year Treasury […] READ MORE >