News
The basics of multi-factor investing
I understand a lot of people would rather listen to the screeching of fingernails on a chalkboard than attend a workshop titled, “Assessing Potential Opportunities in Multi-factor Investment Strategies” — but not me. I love this stuff, so I recently joined S&P...
read moreGreat reads: Pioneering techies, aging gracefully and financial literacy
Cardan Capital Partners is home to avid readers who are happy to recommend good books, news and industry reports, websites and articles — and not just about finance, either. Our latest: Americans’ financial literacy has dropped for years. Check out this infographic...
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Cardan welcomes new Metro State U president
Cardan Capital Partners is pleased to welcome Metropolitan State University of Denver’s (MSU) new president, Janine Davidson, who is being inaugurated with a week of special events Sept. 4-7. Cardan co-founding partner Marti Awad helped plan the festivities and...
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Cardan values family-friendly work policies – Financial Planning
As Financial Planning magazine reports this month, financial advisory services face a "growing problem in a male-dominated, aging profession that traditionally has required newcomers to devote themselves to building a client roster but now finds itself...
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3 tips to help women navigate male-dominated industries
Cardan Founding Partner Marti Awad appeared on a powerhouse panel of women who discussed the rewards and challenges of working in male-dominated industries. The Aug. 2 event in Denver was sponsored by RISE Collaborative Workspace, a provider of female-focused business...
read moreHow to help your children have — and want — financial independence
The Wall Street Journal recently asked to speak with me for a report about the steps parents can take to help their children understand the value of money and achieve financial freedom. As the report makes clear, we provide guidance to clients on this subject when...
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The Helm: Mid-Year 2018
Welcome to our inaugural market update, The Helm. These quarterly posts are designed to provide a quick-hit look at general portfolio changes, our read of the markets and what we see ahead. We’re happy to provide our clients more detail — and we also welcome hearing...
read moreTwo great reads: Whitehead and Lewis
Cardan Capital Partners is home to several avid readers, who are happy to recommend good books — and not just about finance, either. Our latest recommendations are well suited for summer traveling. The Underground Railroad by Colson Whitehead Winner of the 2017...
read moreUse of 529 expands to cover K-12 education costs
The Tax Cuts & Jobs Act of 2017 expanded the ways parents and grandparents can use popular, state-sponsored 529 savings plans to pay for a child’s education. Under previous law, 529 savings plans could be used only for higher education expenses. The revised law...
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Cardan helps women reach for the stars
Cardan Capital Partners sponsored World Denver’s 2018 International Women’s Day Luncheon to deliver a powerful reminder that women can achieve anything. Few women are better qualified to reinforce that message than the event’s keynote speaker, Dr. Mae Jemison, a NASA...
read moreMore wirehouse advisors starting their own firms — Financial Planning
When Andrew Welsch of Financial Planning wrote about the challenges of leaving a big brokerage firm for a smaller, independent firm, he checked in with Cardan Partners co-founders Sarah Keys and Ross Fox. From his report: For over a decade, wirehouse advisors have...
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Advisers’ ability to understand client circumstances can’t be automated — WSJ
Developing a trusted rapport with her Cardan clients is one of the things co-founding partner Marti Awad most enjoys about her work. Checking in regularly and personally with them is how she intuits and anticipates need. So, when she recently spoke with...
read moreReal estate prompts radically divergent responses — Financial Advisor IQ
As The Wall Street Journal notes, "real estate is a tricky asset" -- but it's one Cardan Capital Partners co-founder Matt Papazian typically considers when advising our clients. He recently spoke with the WSJ for a report about the different approaches financial...
read moreIndependent advisers leaving wirehouses, taking more marketshare — Denver Business Journal
When looking into the professional moves financial advisors are making to start their own businesses, the Denver Business Journal spoke with Cardan Capital Partners co-founders Marti Awad and Matt Papazian. From the report: "When financial adviser Marti Awad sits down...
read moreHow to talk with children about inheritance — The New York Times
It can be uncomfortable for parents to discuss inheritance details with their children -- as explained in this report in the New York Times, which includes perspective from Cardan Capital Partners co-founder Matt Papazian. As the report notes: "Two-thirds of the 57...
read moreHow wealth firms can plug the gender gap – Financial Advisor IQ
Cardan Capital Partners is especially aware that women are underrepresented among the ranks of financial advisors: Two of our four co-founding partners are women. So, when reporter Thomas Coyle of Financial Advisor needed perspective, he contacted Cardan co-founding...
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Help clients leverage real estate’s investment clout and tax advantages – FinancialPlanning.com
When Charles Paikert of Financial-Planning.com explored aspects of real estate investment to minimize taxes, he contacted Cardan Partners co-founding parter Marti Awad for perspective. From Mr. Paikert's report: "With interest rates at...
read moreHow your IRA costs could change as commissions move to fees – The Wall Street Journal
A new rule from the U.S. Labor Department concerning retirement accounts is "pushing brokers to decide whether to continue, or nix, the use of commissions," as noted in this report by The Wall Street Journal. For decades, stockbrokers have steered away from...
read moreTrying to strengthen your core with municipal bonds – Seeking Alpha
Seeking Alpha's Shaun Wurzbach recently interviewed Cardan Capital Partners co-founder Matt Papazian about efforts to strengthen core investments using municipal bond indices and the ETFs that track them. You can read the full interview here. An excerpt: S&P DJI:...
read moreWhat investors should know about options – U.S. News & World Report
When U.S. News & World Report wanted perspective about options, it contacted Cardan Capital Partners co-founder Marti Awad. From the report: "Options: most financial experts either love them or hate them. "Geared toward the sophisticated investor, these complex...
read moreINVE$TOR HAIKU
Do you haiku? We do — and we’ve started sharing our incredibly witty poetry on Twitter under the name @InvestorHaiku. Follow for a laugh — and please tweet your Finance/Economic themed verses of 5-7-5 our way.
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