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.
A Note From Caissa
Fresh Starts
As we have turned the corner into March we start thinking about Spring Cleaning and starting fresh! 

Going into the end of the year we made a huge push for client meetings, tax loss harvesting and investment rebalancing. 
The seeds we planted then, will start to come to fruition as you start to submit your tax returns and get your performance reports at the quarter end. 

So while I may have been away from our physical office with our newest addition, Tommy, I wasn't far from our clients' investments.  December and January were actua lly quite busy for us and it is when our role as your advisor for tax planning shows its worth. So if you see the taxable income on your tax return from our accounts looks muted, it's on purpose! It was careful planning on our part to keep your taxes low.  

In regards to investment rebalancing, we are taking our growth from the start of the year and repositioning it - starting fresh!

Here is our personal 'fresh start'... our Tommy. 
 Our newest blessing that keeps life real and us focused  on that delicate balance of work, life,
 planning and living.  It is a line we help clients, and ourselves, to walk every single day.

We can create the most articulate of plans, but making them flexible to maneuver with what life throws at us is the art of what we do and why you have us by your side.

Happy Spring!

Kelly, Julie, Denise and Merissa

P.S. Please click on the links in the newsletter below to see what we have been doing!
Tax Loss Harvesting: How to Benefit From Your Losses
Sell my losses!!! What???
Large capital gain distributions are nice to receive but if your advisor isn't paying attention, it could lead to an unpleasant surprise come tax time! This is why Caissa strategically manages your taxes by "harvesting losses." 
Caissa Investments: Market Update
The market is up, should we sell?
The market call we made a year ago has come to fruition in a very positive way.  While the first part of 2016 started off quite rocky, we urged our clients to stay invested as we saw a fair amount of upside to the market with the economic recovery and a fair bit of accommodative global fed-like policies.

Kelly Awarded the Five Star Wealth Manager Award for 2017!
The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in the financial services industry.

This is the second year that Kelly has been chosen for this award. 

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

Expect more from your financial advisor.