News
Cardan salutes Covid 19 volunteer Dr. Katie Bakes, sister of Cardan Capital Partner Marti Awad
We are so proud of Dr. Katie Bakes (pictured at left) sister to Cardan Capital Partner Marti Awad and member of our extended family. Last month she took a leave from Denver Health Hospital to treat Covid 19 patients at the Jaboc Javits Center in NYC. "It was a...
‘The Book of Joy: Lasting Happiness in a Changing World’
This NY Times bestselling book follows Nobel Peace Prize Laureates His Holiness the Dalai Lama and Archbishop Desmond Tutu during the unprecedented week they spent together in 2015. These global spiritual icons looked back on their long lives to answer a single...
It Was the Best of Times, It Was the Worst of Times
“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the spring of hope, it was the...
Fox achieves Chartered Financial Analyst® designation
Cardan Capital is pleased to announce that David Fox, our Senior Portfolio Analyst, successfully has completed the Chartered Financial Analyst® (“CFA”) program and has earned the right to use the CFA designation. A CFA is a globally-recognized, professional...
The Helm: Q1 2020 Update
“Prediction is very difficult, especially about the future.” ― Niels Bohr When John Bogle, the founder of Vanguard Group, first began in the financial services industry, he received the following advice that resonated with him throughout his career: “Nobody knows...
CARES Act: What to consider
The Coronavirus Aid, Relief and Economic Security Act, referred to as the “CARES Act,” aims to help individuals and businesses impacted negatively by COVID-19. There are still many questions that will require further clarification. However, we want to highlight...
2020 tax season changes
This 2020 tax season, there are plenty of changes that could affect 2019 taxes. Here are some highlights to be aware of before the new, July 15 filing deadline Income tax rates and tax brackets For the 2019 tax year, rates are the same, but there are small changes to...
Protect yourself from tax-return identity theft
Tax season ushers in new waves of tax-return identity theft. Scammers try get people to give them personal information — especially a Social Security number (SSN) — for all sorts of reasons. Typically, they steal a tax refund, get a job, drain a bank account, run up...
‘Man’s Search for Meaning’ challenges, inspires
During this time of uncertainty and hardship, Viktor E. Frankl's inspiring call to live a life of meaning is especially powerful. Life usually doesn’t go as expected or planned — and it sometimes takes terrible turns. Many of us face failure, horror, heartbreak and...
Is now a good time to refinance real estate?
In the midst of the COVID-19 panic and the Federal Reserve's unprecedented and ongoing actions to stabilize markets, bond yields have fallen dramatically. So, is now a good time to refinance your mortgage? Since the start of March, the bond market and rates have been...
Denver Post: Proposed relief for taxpayer withdrawals from retirement accounts, Cardan comments
In letters to the U.S. Treasury Secretary and IRS Commissioner, the chief executive officer of the nation’s second largest retirement services provider proposed relief measures to help Americans deal with hardships brought on by the global outbreak of the corona virus...
Cardan proud National Kidney Foundation event sponsor
Care for community is a core Cardan value -- and one we are pleased to express with sponsorship of the National Kidney Foundation's 37th Annual Great Chefs of the West. The March 12 event brought together 25 of metro Denver's top chefs, who competed to win the award...
Cardan proud sponsor of 2020 International Women’s Day celebration
Cardan Capital Partners Co-Founding Partner Marti Awad, center; with three-time Olympic medalist Lauryn Williams, left; and Gloria Neal, Director of Public Affairs for Denver Mayor Michael Hancock Cardan Capital Partners is a proud sponsor of World Denver’s 2020...
Julie Goodrum expands leadership role at Cardan
Cardan is pleased to announce that Julie Goodrum will be adding to her role at the firm, overseeing Operations in addition to Compliance for Cardan. Julie, our Chief Compliance & Operations Officer, is a Colorado native who joined our team in February 2019. She...
Cardan Spotlight on Indicators: framing the coronavirus
Cardan Capital Partners examines in a monthly series different indicators we believe are relevant to the current environment. Indicators can inform our understanding of the economy and investment strategy. For example, economic indicators can help explain the stage of...
‘A Bittersweet Season’ an essential guide to caring for aging parents and ourselves
Increasingly, in our personal and professional lives, we at Cardan Capital Partners are hearing about the challenges people are facing with elderly parents and grandparents. These can be frustrating, heartbreaking and hugely stressful situations further compounded by...
The Helm: 2019 in review, 2020 in focus
As we say goodbye to 2019 and the decade of the 2010s, we thought it would be helpful to take a look at the forces appearing to exert influence over the investing world at this time. While we embark upon this overview with a look toward the future, we also bear in...
Important changes to your IRA under the SECURE Act
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law Dec. 20, 2019, will have a number of ramifications for retirement income and tax planning. Main provisions related to IRAs The three most significant provisions related to...
WorldDenver, Bhutan and Gross National Happiness
I have resolved in 2020 that WorldDenver no longer will be one of the best kept secrets in town. I proudly serve on the board of this nonprofit organization, which seeks to promote engaged, global citizenship through education; cross-cultural exchange; and personal...
10 major trends changing the ways we live and work
This is interesting perspective from McKinsey Global Institute, which conducts research worldwide to assist business leaders and policymakers with decision-making: The content contained in this article does not represent the opinions and viewpoints of Cardan Capital...
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