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 chart of […] 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 […] READ MORE >
Note from CAISSA Is it just us, or has summer just flown by again this year? At CAISSA, we have been extra busy this summer working on and polishing up […] READ MORE >
Chart of the Month: Fixed Income Yields & Returns Written by Kelly S. Olson Pedersen, CFP®, CDFA The bottom line is that many bond mutual funds own MANY different types […] READ MORE >
Written by Kelly S. Olson Pedersen, CFP®, CDFA Chart of the Month: Why do we use seven years for our first Tranche term? At Caissa, we use a unique Tranches […] READ MORE >
Investment Update: Chart of the Month Written by Kelly S. Olson Pedersen, CFP®, CDFA Putting market drops in perspective The chart below shows the annual return compared to the average […] READ MORE >
A Guide to Deducting your Home Equity Line of Credit Do you have a line of credit on your house or vacation house and wondering if you can deduct the […] READ MORE >
The doldrums of an economic recession might not seem like the best time or place in which to launch a wealth management company. READ MORE >
Understanding Capital Gains Distributions What are Capital Gains Distributions? Investment management can be difficult, but here is the long and short of mutual fund investment strategies. As a mutual fund […] READ MORE >
CAISSA’s Investment Update: Chart of the Month Market Downturns and Recoveries The investment update and chart below are a great example of why we apply our Tranches of Income strategy […] READ MORE >