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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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Marti Awad adds ‘Lady Badass’ to resume

Well, here’s a title I’m excited to add to my CV: Lady Badass. I have been bestowed this honor by founders of the #LadyBadassery Project, a wonderful initiative to highlight women leaders worldwide. It started with one woman, personal and corporate coach Joanna Bloor,...

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The ETF basics

The ETF basics

Because Exchange-Traded Funds, or ETFs, allow investors to achieve diversification at low cost, and diversification is important because it can mitigate investors’ risk, let’s take a look at the ETF. The ETF is a pooled vehicle that owns underlying investment assets,...

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