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 >

Kelly Pedersen, CFP®, CDFA Awarded the Five Star Wealth Manager Award for 2017! The Five Star Wealth Manager award program is the largest and most widely published wealth manager award [...] READ MORE >

March’s Note from Caissa Fresh Starts As we have turned the corner into March we start thinking about Spring Cleaning and starting fresh! Going into the end of the year [...] READ MORE >

                CAISSA Investments: Market Update | March 2017 The market is UP – should we sell? The market call we made a year ago [...] READ MORE >

Myths of How Markets are Impacted by the Election Pre-Election Investment Discussions It’s not often that an investment advisor can use the word “guaranteed.”  However, lately it seems that it [...] READ MORE >

Yo-Yo Fed on Raising Interest Rates: Why? Janet Yellen & the FOMC met on the 14th and 15th and held off on raising interest rates in June. This comes on [...] READ MORE >

Minnesota Passes Digital Assets Bill Think you don’t need to include your digital assets in your estate plan, think again! But planning for them will soon be easier in Minnesota! [...] READ MORE >

Growth Stocks or Value Stocks? The financial markets have made a sharp style reversal in the first quarter of 2016. If you compare growth stocks to value stocks, growth has [...] READ MORE >