In This Issue:
Upcoming CAISSA Conversations:
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
TORPEDO PROOFING RETIREMENT VISIONS 
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A Note From Kelly

 

I hope you all had a happy and very safe 4th of July! We spent the weekend in Iowa at my parent's place near Okoboji. Dillon got to drive the boat around and found his affinity for the throttle. We were able to watch the fireworks from the lake and spend time with family and friends. It was perfect weather and a perfect night!   

 

For all of you who were able to be on the lake, did it seem like EVERY boat had one of those water pads rolled up or tied to the back? Okoboji was littered with them!!  They certainly are fun for the kids and the adults. I'm always amazed at how a simple idea such as floating foam pads can spur a brand new business worth, I'm sure, millions now. 

 

Regardless, I can't think of a better way to celebrate our nation's freedom than on such a peaceful night on the lake (especially when weeks later those same lakes were stricken with tornadoes!). I hope you all had a great time with your friends and family. 

 

Enjoy the rest of your July!

 

-Kelly

Update on the Greek Exit
The Greeks bluffed and lost. They are now swallowing their pride and accepting a tougher austerity package than what they were offered a week ago, which they turned down. Learn more, including how this could affect the U.S. markets, inside. 

Tips for Parents With College Bound Kids
Do you have a college bound kid? You may want to draft a few documents before sending them off. We recommend that our clients with children who are age 18 and older consider drafting a Power of Attorney and Health Care Directive before they leave for school. Learn how these documents can help you protect your child inside!

CAISSA Market Update

China: More Money, More Problems

 

From an American perspective, China's volatility and repeated involvement with bubbles may seem foolish. But before we judge China too harshly, we should think about some of the underlying factors that lead to this "wild" financial behavior.

 

Learn what's been going on in the Chinese market, and why their market is so dramatic. 

 

Continue Reading 


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

Expect more from your financial advisor.