In This Issue:
Upcoming CAISSA Conversations:
June: For Better Investing, Think Like a Woman

September: Retirement Planning

November: Social Security and Healthcare Reform


Kelly S. Olson Pedersen,  CFP?,  CDFA
7825 Washington Ave., Suite 625
Bloomington, MN 55439
Main Line: 952-777-2270
Expect more from your financial advisor.
A Note From Kelly


I'm happy to report we had a fabulous first CAISSA Conversation! The topic was digital assets and we had a great variety of professionals in the room to participate in and add valuable insight to the conversation. Everyone was taking notes, there was a lot to learn! I want to thank Jon Schindel for co-presenting with me on the topic. I can't wait until the next quarter's conversation! 


More Inside: 

  • Can the Easter bunny really lay eggs? Learn more by clicking the link below!
  • Spring makeovers - in our building and beyond.
  • An Easter egg hunt lesson in sharing.

Read More Here!

Our Next CAISSA Conversation

Investing for Women: Leverage your natural investing ability to meet your financial goals.


As part of our quarterly event series, our next CAISSA Conversation will take place on Thursday, June 25. Warren Buffett has said that an investor's temperament - the ability to remain calm and level-headed - is more important than intellect when it comes to long-term investing success. Get a brief preview of this fabulous topic in our featured article for the month: For Better Investing, Think Like a Woman.


Read the Article Here

CAISSA Market Update

The Market in Action

  • The Nasdaq composite closes above 5,000 for the first time since the height of the dot-com bubble in 2000.
  •  H. J. Heinz Co. sets plans to merge with Kraft Foods Group Inc. in a deal engineered by Berkshire Hathaway and 3G Capital. When complete, the merger will create North America's third-largest food company. Berkshire and 3G acquired Heinz jointly in 2013.
  • The Federal Reserve posts a $101B profit for 2014-a 30 percent increase from its 2013 profit. The gains stem from the Fed's massive balance sheet of more than $4.5T in assets, most of which were purchased during its three bond-buying "quantitative easing" programs.
Brush up on your financial math inside! 


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CAISSA Wealth Strategies
7825 Washington Ave., Suite 625
Bloomington, MN 55439
Main Line: 952-777-2270

Expect more from your financial advisor.