News
Cardan salutes military veterans
We’re grateful for the men and women who have served our country. In recognition of those who have sacrificed so much, we have made a donation on this Veterans Day to the Steven A. Cohen Military Family Clinic at the University of Colorado Anschutz Medical Campus. The...
read moreTax-loss harvesting could mitigate market losses
Deutsche Bank AG recently analyzed 74 diverse asset classes globally. The chart below shows that 2018 is on track to be one of the worst ever for market environments according to at least one metric: A full 89 percent of asset classes have returned losses in U.S....
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The Helm: Q3 2018 Update
Welcome to Cardan Capital Partners’ second edition of “The Helm,” a quarterly market update providing 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 with more details — and we also...
read moreGreat Read: Against the Gods: The Remarkable Story of Risk
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: Against the Gods: The Remarkable Story of Risk by Peter L. Bernstein In this...
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Midterm elections to bring investors trick or treat?
The U.S. congressional midterm elections roll around every four years, inviting plenty of speculation about how the outcome will affect markets -- possibly delighting or spooking investors. Rather than play along with pundits’ political guts, we prefer to take a look...
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Stock tumult in Q4 2018
Asset classes are springing leaks at a rapid rate in the 4th quarter of 2018. In particular, global stock markets suddenly cast aside their complacency and sold off sharply with cascading events Oct. 10-11. Major U.S. indexes were down approximately -5.0% over those...
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Keys joins Colorado Thought Leaders Forum board of advisors
Cardan Capital Partners co-founder Sarah Keys has joined the board of advisors of Colorado Thought Leaders Forum, a dynamic and highly collaborative community aimed squarely at helping senior business executives across the state become “heart-level leaders.” Here’s...
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2018: Bond Discontent
2018 has been a trying year for bond investors. As of this writing, the Bloomberg Barclays Aggregate Bond Index is on track for the second worst year in its entire history (since 1976), down -2.49% year to date. Since 1976, the index has had a negative total return...
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How tech affects mental health
Community service is a core value of Cardan Capital Partners -- so it was our firm's honor to sponsor two tables at the 8th Annual CU Helen and Arthur E. Johnson Depression Center's Luncheon. This year's Oct. 5 event tackled the subject of...
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Ross Fox joins board of Johnson Depression Center
Cardan Capital Partners is pleased to announce that co-founding partner Ross Fox has joined the board of directors of the Helen and Arthur E. Johnson Depression Center at the University of Colorado Anschutz Medical Campus. Established in 2008, the Johnson Depression...
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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 teach their kids the value of money and help them achieve financial freedom. As the report makes clear, we provide guidance to clients on this subject when asked —...
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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 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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