News
The Helm Q1 2021 – A New Year
Economic Backdrop The economy continues to improve from the nadir of the pandemic. The Conference Board’s monthly Leading Economic Index (LEI), composed of 10 economic components whose changes tend to precede changes in the overall economy, continues to improve....
The Biggest Bluff: How I Learned to Pay Attention, Master Myself, and Win
First of all, let me start by saying that I am not a poker player. I find the game confusing and weirdly stressful. For that reason, I wasn’t sure what to expect of The Biggest Bluff: How I Learned to Pay Attention, Master Myself, and Win by Maria Konnicova. The...
Cardan was a proud sponsor of this year’s WorldDenver International Women’s Day
Cardan Capital Partners was a proud sponsor of this year’s WorldDenver International Women’s Day luncheon on March 8th - a celebration of women’s economic, political and social achievements. The theme this year was Women in National Security, encompassing women...
Pain in the Bond Markets
The Bloomberg Barclays U.S. Aggregate Bond Index, the flagship index for assessing the overall U.S. bond market (think of it as the S&P 500 for bonds), is having one of its worst starts for a calendar year in its history (which dates back to 1976). Indeed, the...
Financial Literacy – Pillar 3 – Investing-Educating Our Children
In this article we are going to take a deeper dive into the third pillar of financial literacy: investing. We will examine the most common investments, understanding risk tolerance and most importantly define what investing is and what it is not. Educating the next...
GameStop and the Bitcoin Phenomenon
We have received many questions about GameStop Stock (GME) and Bitcoin in recent weeks. We will cover the basics of these news makers below. GameStop What transpired to launch such wild swings in the company’s stock? What market forces and/or participants were...
The Deficit Myth
It may be hard to imagine an easy-to-read, page turner on economics and fiscal policy, but The Deficit Myth is just such a book. It may be because conversations about the deficit are at the forefront of the news as we contemplate another round of coronavirus stimulus...
2021 Looking Ahead
As the calendar has turned to a new year, COVID-19 is still very much with us, although the light at the end of the tunnel seems ever closer as vaccines roll out. Variant strands of the virus aside, the market appears to be carrying the momentum from Q4 2020 into the...
Billion Dollar Loser: The Epic Rise and Spectacular Fall of Adam Neumann and WeWork
We recommend this page turning account of the improbable meteoric rise and ultimate fall of WeWork and its CEO, Adam Neumann. Focused more on selling a vision than producing results, Neumann uses his prodigious personal charisma to raise billions from private...
The Biden Tax Plan – Highlights
President Elect Joe Biden’s campaign platform includes proposed tax changes which could negatively impact high net worth taxpayers. With wins by the Democrats in the two Georgia Senate runoff elections, it is now more likely some of the proposals may pass. Of course,...
Collecting Social Security Benefits if You Are Divorced
Cardan Founding Partner and Certified Divorce Financial Analyst® (“CDFA”) Sarah Keys, explores collecting social security benefits if your are divorced. Women face many challenges when it comes to financial well-being later in life. During their working years, not...
Euphoria and Stress
As we all look forward to wrapping up one of the longest years of our lives, 2020 is ending on a note that few could have seen coming. Nine months ago, the markets were plumbing the depths of despair and now, by many measures of stock market sentiment, the US markets...
Financial Literacy – Pillars 1 and 2 – Budgeting and Saving – Developing These Skills in Our Children
Welcome to the second part of our series on financial literacy. In this article we are going to take a deeper dive into the first 2 pillars of financial literacy: budgeting and saving. By educating our children and younger generation on the importance of these pillars...
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...
Red Notice: A True Story of High Finance, Murder, and One Man’s Fight for Justice
Red Notice is nonfiction page turner written by Bill Browder, an American-born British financier turned political activist who founded Hermitage Capital Management, the first significant foreign investor in Russia after the breakup of the Soviet Union. In an account...
The Helm Q3 2020: The Series Finale?
After all the twists and turns so far in 2020, the markets enter the final quarter of the year still working through several potential scenarios, including: President Trump maintaining office or a new administration and policies, a “Blue Wave” outcome, a contested...
Be Aware of Current Cybersecurity Scams – October is Cybersecurity Awareness Month
Technology allows us to be connected in every aspect of our life. From computers and smartphones to cars, homes, and televisions. We shop online, communicate online, and pay bills online. With this added convenience comes an increased level of risk to identity...
Get the biggest bang for your buck with your Medicare Part D drug plan
What upcoming Medigap changes could mean for some Medicare recipients including Colorado’s Section 5 Special Election Period
Revitalizing the Mix – Changes to the Dow Jones Industrial Average
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