In This Issue:

Kelly S. Olson Pedersen, 
7825 Washington Ave., Suite 625
Bloomington, MN 55439
Main Line: 952-777-2270
Expect more from your financial advisor.
CAISSA Spotlight: Meet Merissa
For this month's spotlight, we're profiling our Financial Planning Associate Merissa Perkins, who has been a part of our team since 2016.
What is your role at CAISSA?
I wear a lot of hats at CAISSA. I primarily work as a financial planning associate but also have a hand in many other areas. I assist with our marketing efforts, client service and reporting software management, as well as other areas as needed.

What gets you excited about your work?
I love working with people in all aspects and with financial planning. I feel like it can really help someone to sleep better at night knowing what their situation looks like at that point in time.

How do you pass the  time when you're not in the office?
With two active kids, I spend most of my time running around with them. Between school functions, sporting events and spending time with our friends and family; we don't usually have much down time.
But when we do have a few quiet moments, you will usually find me trying to do anything I can outdoors, especially in the warmer months. 
  Why Do We Care About the Yield Curve?
The yield curve inverted last week, which has historically meant that a recession is anticipated in the next 6-18 months. But w e see a lot of other factors at play. 

  Introducing Aimee Bauman, CFP®

We recently welcomed a new team member to CAISSA: Senior Financial Planner  Aimee Bauman
CFP® .

Aimee is joining us after serving as an advisor at Wells Fargo for more than 20 years. Keep an eye out for more information on Aimee and her experience in an upcoming newsletter! 

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

Expect more from your financial advisor.