Acronyms Matter: Why you should work with a financial advisor who is a CFP®
Acronyms Matter: Why you should work with a financial advisor who is a CFP® By Kelly S. Olson Pedersen, CFP®, CDFA It can […] READ MORE >
Another shot at happily ever after: financial advice for women who plan to remarry
Another shot at happily ever after: financial advice for women who plan to remarry By Kelly S. Olson Pedersen, CFP®, CDFA More and more of us are walking down the […] READ MORE >
What is a ‘personal CFO’? 6 reasons why you need one
What is a ‘personal CFO’? 6 reasons why you need one By Kelly S. Olson Pedersen, CFP®, CDFA Does this sound familiar? Your taxes have become mind-boggling complicated. You are […] READ MORE >
Think taxes are going up? It’s time to stop investing everything in your traditional 401(k) or IRA!
Think taxes are going up? It’s time to stop investing everything in your traditional 401(k) or IRA! By Kelly Olson Pedersen, CFP®, CDFA Bite the tax bullet now to avoid […] READ MORE >
The stock market is near an all-time high. What is your greatest risk?
Complacency – your greatest risk as the stock market nears an all-time high By Kelly Olson Pedersen, CFP®, CDFA With the stock markets hovering at all-time highs, one of the […] READ MORE >
Six strategies to maximize your portfolio investments as the new administration takes over
Six strategies to maximize your portfolio investments as the new administration takes over By Kelly Olson Pedersen, CFP®, CDFA With a new administration in place, many of CAISSA’s clients are […] READ MORE >
Staying Calm During Market Ups and Downs
Staying Calm During Market Ups and Downs When we react emotionally to the market, the emotions that typically rule our decision-making are fear and greed. Over the last month, we […] READ MORE >
Chart of the Month: Intra-Year Declines
Chart of the Month: Intra-Year Declines In an effort to find perspective around market volatility, we look to a chart that J.P. Morgan updates every quarter tracking intra-year declines. This […] READ MORE >
Proactively Optimizing Client Investments, Taxes and Financial Planning Through This Downturn
Proactively Optimizing Client Investments, Taxes and Financial Planning Through This Downturn A note from Kelly Olson Pedersen, CFP® This has been a crazy couple of months. Not only are the […] READ MORE >
Financial Planning During COVID-19
Financial Planning During COVID-19 The COVID-19 pandemic has brought a tremendous amount of fear into the stock market. But strong financial planning can help mitigate anxieties. Our founder and CEO, […] READ MORE >