News
Cardan receives ‘RIA Future 50’ from Citywire USA
Cardan Senior Portfolio Analyst David Fox recently traveled to Austin, Texas, to accept an 'RIA Future 50' presented by Citywire USA, a provider of news and information for professional investors. In Citywire's words, RIA Future 50 firms "represent a group of finance...
Using a Health Savings Account for medical expenses
One of the best strategies to save for medical expenses during retirement is putting money into a Health Savings Account (HSA). Many people are aware of the Flexible Spending Account into which they can make tax-deductible contributions on a use-it-or-lose it basis...
6 ways to be cyber secure at work
In 2018, the U.S. business sector recorded 571 data breaches, the largest number ever recorded, according to the National Initiative for Cybersecurity Careers and Studies, a program of the U.S. Department of Homeland Security. Because cybersecurity requires the...
The Helm: Q3 2019 Update
President Donald Trump on January 22, 2018, first enacted tariffs on washing machines and solar cell manufacturers — the first volley in a trade war that now spans almost two years. In that time — 624 days later and up to October 8, 2019, to be exact — the Dow Jones...
Tips to avoid ID theft and Internet scams
Cybercriminals are using increasingly sophisticated ways to exploit technology to steal identities, personal information -- and money. According to the Federal Trade Commission (FTC), before you can protect yourself from digital threats, you must know what to look out...
To protect your data, think before you click
Though cybercriminals are using increasingly sophisticated ways to steal sensitive data from companies and individual households, cybersecurity experts say there is one relatively simple way to thwart them: Don’t click on strange attachments or links. Such fraudulent...
In recognition of Cybersecurity Awareness Month
Because cybercrime is on the rise and our clients have sensitive data at home and work to protect, we at Cardan Capital Partners are joining observances of National Cybersecurity Awareness Month. Held every October, this is a collaborative effort among government...
Clouds lifting…for now
Sailors released, Brexit in a ditch, Huawei purgatory, trade talks about talks to have talks. Are the clouds lifting, or has the damage been done? Stena Impero– Iran has released seven of the British tanker’s 23 crew members. This action has reduced tensions in the...
Denver Business Journal gives Awad 2019 Outstanding Women in Business award
She is always a winner to us -- and it was wonderful to watch hundreds of business leaders from throughout Colorado convene Aug. 21 to celebrate Cardan Capital Partners' co-founding partner Marti Awad as she received a 2019 Outstanding Women in Business award from the...
Get the biggest bang for your buck with your Medicare Part D drug plan
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...
Questions to ask when making decisions during Medicare Open Enrollment
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...
How not to be your own worst enemy when investing
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, reviewed by summer intern William "Mac" Lyons: The Little Book of Behavioral...
The Helm: Q2 2019 Update
The second quarter of 2019, as seems to be the case with most quarters of the last few years, saw its share of volatility and contradictory data points. For stocks, the worst May in almost a decade was followed by the best June in about 50 years. Any negative data...
What upcoming Medigap changes could mean for some Medicare recipients
Clients often ask us for help with planning for health coverage in retirement. 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...
How to try to protect yourself after the Capital One data breach
Capital One Financial Corp. announced Monday that personal and financial information belonging to about 106 million of its customers in the United States and Canada has been compromised. The U.S. Department of Justice is calling it one of the biggest data breaches...
Awad finalist for ‘Outstanding Women in Business’ award
The Denver Business Journal has named Cardan Capital Partners co-founding partner Marti Awad a finalist for the 2019 Outstanding Women in Business Award, Small Business Leader category. "I am grateful to be included among these incredible female honorees past and...
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...
Cardan intern hopes to help more young people have financial literacy
Cardan Capital Partners is pleased to introduce William “Mac” Lyons, an intern learning the ropes of finance in our offices this summer. Mac, a native of the San Francisco Bay Area, is a rising junior majoring in accounting and finance at the University of Colorado...
Colorado artist Jordan Casteel inspires at Denver Art Museum
If you haven't already, treat yourself to the Denver Art Museum's exhibit "Returning the Gaze," which features almost 30 paintings from Denver-born artist Jordan Casteel, who is now based in New York. The exhibit is on view through Aug. 18. I first toured the exhibit...
RIA magazine, Citywire check in with Cardan
It was good fun to meet Isaiah Green, a relationship manager with Citywire, who stopped in recently to talk shop. Mr. Green wrote for Citywire's RIA magazine that he was in Denver to meet with “some of the Mile High City’s top RIAs,” and we’re pleased that he stopped...
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