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 and Happy New Year!

One of our favorite CAISSA traditions is 5 Days of Giving. Each December we ask you to vote for your favorite charities, and the top five each receive a $400 donation from CAISSA.

We're always inspired to see so many people take the time to vote for a charity that's meaningful to them. Here are the winning charities from December:
  1. Opportunity Partners
  2. Let's Go Fishing
  3. Alzheimer's Association Minnesota-North Dakota
  4. Pancreatic Cancer Action Network
  5. Feeding Our Communities Partners
Giving back to  the community is important to all of us at CAISSA, not just financially, but with our time as well.  Because Opportunity Partners is important to so many of you (and us, too) we've decided to make it our "charity of choice" for 2019.

Throughout 2019, we'll volunteer our time with this organization, which works alongside people with disabilities to provide job training, employment and residential support to help them live more independently. We're excited to help them in their work!

Thank you to everyone who participated in this annual tradition. It wouldn't be possible without you!

Kelly, Julie, Denise and Merissa
  Year-End Summary: 2018 in Review
Last year certainly took us on a ride! So what are the important things to remember about the market in 2018? And what should we watch out for in 2019?


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

Expect more from your financial advisor.