What Does it Mean to be a CFP®?
Written by Julie Betchwars, CFP® What Does it Mean to be a CFP®? Kelly mentioned that we recently celebrated Merissa completing her initial steps […] READ MORE >
CAISSA Investments: Market Update | June 2017
Written by Kelly S. Olson Pedersen, CFP®, CDFA CAISSA Investments: Market Update | June 2017 Caissa portfolio management in June As of the […] READ MORE >
May’s Note From Caissa – Summer Series Introduction
Summertime in MN – I don’t think there is a better place to be! As summer starts to draw closer, you might be welcoming college kids back into the house; […] READ MORE >
The Philosophy Behind Our Investment Decisions
The Philosophy of Caissa Most of you have heard me talk about my partner, Greg Pierce, and about the due diligence provided by our Investment Committee. Find out how the […] READ MORE >
Forethoughts of Paying Off Your Mortgage
Four Things to Think About Before Paying Off Your Mortgage Written by Kelly S. Olson Pedersen, CFP®, CDFA Consider the Pros and Cons Investment Return From the standpoint of black […] READ MORE >
CAISSA Updates: Market Update – Hedging Strategies
CAISSA Updates: Market Update – Hedging Strategies Written by Kelly S. Olson Pedersen, CFP®, CDFA When the stock market starts to pull back and decline (the average intra-year decline is […] READ MORE >
Is Your Estate Plan Missing Valuable Digital Assets?
Is Your Estate Plan Missing Valuable Digital Assets? There is a new type of asset that we all need to pay attention to when drafting our estate plans to pass […] READ MORE >
Things to Consider Before Meeting with an Estate Planning Attorney
Written by Kelly S. Olson Pedersen, CFP®, CDFA Things to Consider Before Meeting with an Estate Planning Attorney Thinking things through to get a sense of direction Consulting an estate […] READ MORE >
CAISSA Investments: Market Update | April 2017
Written by Kelly S. Olson Pedersen, CFP®, CDFA CAISSA Investments: Market Update | April 2017 A tip for all of our clients Clients may be reviewing quarterly performance reports sent […] READ MORE >
I have a will, do I need a trust?
I have a will, do I need a trust? Written by Kelly S. Olson Pedersen, CFP®, CDFA Many people think a trust is something for rich people only. While the […] READ MORE >