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Reversal of Fortunes?

Reversal of Fortunes?

Right on schedule, November continued 2020’s legacy of rapid market moves. News of a vaccine from Pfizer and BioNTech was quickly met by a sharp move higher in value and cyclical stocks and a steep selloff in the “work from home” stocks that had been in favor the...

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The Importance of Financial Literacy

The Importance of Financial Literacy

The current pandemic is a generational event that has caused many to reflect on their financial situation and look closely at their financial habits.  According to a recent poll conducted by the National Endowment for Financial Education (NEFE), 88% of Americans say the COVID-19 crisis is causing stress in their personal finances.
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10 Common Medicare Mistakes

10 Common Medicare Mistakes

Clients often ask us for help with Medicare planning. The rules can be confusing, and making assumptions can be costly. Cardan Capital Partners Co-Founding Partner Marti Awad recently teamed with Carol Janz Booth of Group Insurance Analysts Inc., to share some common...

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2020 Grinds On

2020 Grinds On

As 2020 grinds on, the 2009 analog for the US stock market remains intact. The chart below shows the market bottom and subsequent recovery of the S&P 500 during the 2008/2009 Financial Crisis and aftermath (blue line) and the 2020 Covid Crisis still in process...

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The longest year . . .

The longest year . . .

As we continue to lurch along the roller coaster ride that is the year 2020, you may be feeling like this is the longest year on record.  Days morph into weeks and weeks into months. One year feels like three. We have now charted 118 days of unrelenting market...

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College Refunds & Your 529

College Refunds & Your 529

With the cancellation of in-person classes and the closing of dorms as a result of the COVID-19 pandemic, a number of colleges and universities have provided partial rebates/refunds for tuition and other costs like room and board.  Many of these costs had been covered...

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