News
Revitalizing the Mix – Changes to the Dow Jones Industrial Average
The Importance of Financial Literacy
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...
Questions to ask when making decisions during Medicare Annual Enrollment (AEP) October 15- December 7th
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 tips to...
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...
Medicare & Coronavirus Coverage – Q & A
In response to the Coronavirus pandemic, changes have been made to Medicare coverage to enhance access and reduced costs. Cardan Capital Partners Co-Founding Partner Marti Awad and Carol Janz Booth of Group Insurance Analysts Inc., share some tips related to the...
‘The Splendid and the Vile: A Saga of Churchill, Family, and Defiance During the Blitz’
From New York Times bestselling author Erik Larson, this nonfiction page turner recounts the dramatic events surrounding Hitler’s twelve month bombing campaign of England during WWII (the “Blitz”) and the inspiring and courageous leadership by England’s new prime...
Is it the Right Time to Refinance your Mortgage?
With mortgage rates at historic lows, now may be a good time to consider refinancing your mortgage. Just a small interest rate reduction could translate into valuable potential savings over the term of your loan. Remember to consider closing costs (e.g., title...
The Helm Q2 2020: The Upside Down
The hit series “Stranger Things” on Netflix takes place in the small town of Hawkins, Indiana. This town unwittingly becomes the scene of extraordinary mystery and intrigue. The most uncomfortable and haunting periods of the drama are when the viewer is taken with the...
Dividing Assets during a Divorce – Defined Benefit Plans
In the first of a series on Dividing Assets during a Divorce, Cardan Founding Partner Sarah Keys, explores considerations for dividing defined benefit plans. Although not as prevalent as they once were, defined benefit plans can still be a significant source of...
‘Say Nothing: A True Story of Murder and Memory in Northern Ireland’
A riveting history of the tragic three decade conflict in Northern Ireland, also known as "The Troubles." The conflict exists between largely Protestant unionists seeking continued ties to Britain, and mainly Catholic nationalists pressing for a united Ireland free...
Danby Minor Joins Cardan’s Client Service Team
Cardan Capital Partners is pleased to announce that Danby Minor has joined our team as Senior Client Associate. She will support client relationship management, account services, and daily operations. Danby has over a decade of experience working in independent wealth...
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...
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...
Defend yourself from increased cyber fraud in the current environment
As the public's demand for information about the pandemic remains high, criminals are seeking to take advantage, turning common information searches into information theft. Be aware of the latest activities and make sure you are implementing additional precautions to...
Sarah Keys now a Certified Divorce Financial Analyst®
Cardan Capital Partners is pleased to announce that Co-Founding Partner Sarah Keys is now a Certified Divorce Financial Analyst® (CDFA®). This specialized, professional designation focuses on pre-divorce financial planning. A CDFA® helps guide a divorcing couple...
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...
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