Taking action in good financial markets
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 >
Chart of the Month: China’s Response to U.S. Tariffs
Chart of the Month: China’s Response to U.S. Tariffs by Kelly Pedersen, CFP® This month, the markets were sent reeling following news that China would raise tariff rates on $60 […] READ MORE >
Investment 101: Asset Classes and Blended Benchmarks
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 >
CAISSA Spotlight: Meet Julie
CAISSA Spotlight: Meet Julie For this month’s spotlight, we’re profiling our Director of Financial Planning Julie Betchwars, CFP®, who has been a part of our team since 2014. What is your […] READ MORE >
What is a Yield Curve and Why is Everyone Talking About It?
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. […] READ MORE >
Beneficiary Designations… It’s Not That Simple
Beneficiary Designations… It’s Not That Simple by Kelly Pedersen, CFP® We have all likely filled out a beneficiary form at one point in our life. Often a name gets filled […] READ MORE >
Job Opening: Associate Planner
Job Opening: Associate Planner CAISSA has grown rapidly and we are looking to welcome an additional Associate Planner to the team! If you are or you know anyone who might […] READ MORE >
Kelly Receives International Award for Women Entrepreneurs
Kelly Receives International Award for Women Entrepreneurs Kelly was recently named a winner of the 2019 Enterprising Women of the Year Award, an international award from Enterprising Women magazine that recognizes […] READ MORE >
CAISSA Spotlight: Meet Denise
CAISSA Spotlight: Meet Denise Welcome to our new recurring feature, the CAISSA Spotlight. Periodically throughout the next year, we’ll introduce you to a member of CAISSA. This month we’re profiling […] READ MORE >