In This Issue:

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

Hello!
 
Sheridan Story 2016

In continuation of Caissa giving back, the Cai ssa team volunteered in a food packing event with an organization called The Sheridan Story.  This is a weekend program f or kids who have a food gap on the weekends when k ids are unable to participate in the free or reduced meal programs at school.  A big thank you to Schwab for organizing the packing event.  The entire group was able to pack 1,500 bags which will go to local schools.  They are currently working with schools in Apple Valley, Minneapolis, St. Paul, Columbia Heights, Delano, Lino Lakes, Rosemount, St. Paul, Eagan, St. Anthony, Westonka, Wayzata, and more!  If you would like to find out more about this program, check out their website at http://www.thesheridanstory.com .

Happy Spring!

Kelly, Julie, Denise and Merissa

P.S. Check out the article " Raise Your Value To Clients Via Tax Planning" from Investor's Business Daily. Kelly was interviewed on the value add Caissa brings to clients by teaming up with their CPA for tax planning.

 
No Will, No Problem, I've Got Time...Right?
That's probably what Prince thought too!
It is rumored that Prince had over $300 million in net worth but that he did not leave a will or any sort of trust that would direct how his assets should be handled after his death.
Caissa Investments
Growth or Value?
The markets have made a sharp style reversal in the first quarter of 2016. If you compare growth stocks to value stocks, growth has been on a run since 1999 and in 2015 large cap growth outpace large cap value by 9.5%!  So if an investor had any 'lean' into large cap value, they didn't have a great year last year. Fortunately, Caissa was leaning heavily into the growth style for the past few years and it has paid off.


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

Expect more from your financial advisor.