April 24, 2020

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 markets having fits and starts, but we are in an unprecedented time having been asked to self-quarantine for about six weeks with many businesses completely shut down. It is truly a very tough time physically, mentally and emotionally. While it may not be front and center, your team at CAISSA is extremely hard at work for you. There have been a few phases of this downturn where we have been able to proactively analyze your financial plan, tax situation and investment strategy to optimize performance.

Read the note...

Putting the Market Volatility into Perspective There have been a lot of sensational headlines in the news lately. To put things in the proper perspective, Kelly shares a useful new graph in this month's Chart of the Month blog post. Read our new blog post...

CAISSA in the Star Tribune Our founder and CEO, Kelly Olson Pedersen, was recently interviewed by the Star Tribune about how she is approaching planning both for her clients and her business during COVID-19. Read the article...

Coming Soon: Video Updates With so much changing every day, we understand that our clients have a lot going on right now. In addition to our regular client calls and virtual meetings, we're going to start scheduling 10 minute video update calls. During these updates, we'll summarize your returns to date, cover your financial plan and answer any questions. In the coming weeks, we'll send out invitations with more information to our clients. If you are interested, be sure to keep an eye out for this email and sign up!

CAISSA Wealth Strategies 7825 Washington Ave., Suite 725 Bloomington, MN 55439 Main Line: 952-777-2270 Expect more from your financial advisor.

Email Kelly

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