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 Kelly
The recent stock market swings have gotten a lot of media attention over the past few weeks and many people are worried. The dips can be scary, but overall our economy is doing well. This is a good reminder that volatility is here to stay - that's why a solid plan is so important.
I stopped by FOX 9 Morning News earlier this month to discuss the market conditions and recommendations for investors.  Click here to watch the segment.  

As always, let us know if you have any questions about the markets and your plans. 

Kelly
Guide to charitable giving with the new tax bill  
The new federal tax bill brought a flurry of changes - including provisions that affect charitable giving deductions. Should you change how you donate to the causes you love? Read Kelly's blog post for her thoughts. 

Market Update: February's market swings 
JP Morgan gave an excellent summary of last week's market volatility.

Protect all of your assets
Your digital assets - online accounts, photos, etc. - are often forgotten when developing your estate plan. 



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

Expect more from your financial advisor.