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 >
2018 CAISSA Investment Review
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 […] READ MORE >
Kelly Shares 2019 Investing Tips on KARE 11
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. This interiew […] READ MORE >