News
Sarah Keys completes Charles Schwab Executive Leadership Program
The entire Cardan Capital Partners team is pleased to share that co-founding partner Sarah Keys recently completed the Charles Schwab Executive Leadership Program, an exclusive and competitive one-year program designed for management personnel within investment...
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The innate advantages of women financial advisors
Today, less than 20% of financial advisors are women, and the numbers shrink further when narrowed to the highest levels of the profession. Yet more than two decades of professional experience has shown me that we women financial advisors have some innate advantages....
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Farren Henry named to Girls Inc. committee
Community service is a core value at Cardan Capital Partners, and our team regularly seeks opportunities to help girls be healthy and productive members of society. So, we're pleased to share that Senior Client Associate Farren Henry has joined the fundraising...
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Cardan Capital names Julie Goodrum Chief Compliance Officer
Cardan Capital Partners is pleased to announce that Julie Goodrum has joined our team as Chief Compliance Officer. She is charged with overseeing and managing regulatory compliance within our organization. She also will assist in human resources, operations and...
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Cardan celebrates International Women’s Day 2019
Cardan Capital Partners is proud to have been a sponsor of World Denver's 2019 International Women's Day Luncheon, joining the global celebration of women's economic, political and social achievements. The day is also a call to action to work for gender parity...
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da Vinci sheds light on creativity and investing
No matter the industry, discipline or life goal, creativity has been one of the greatest drivers of success. For a look at the creative mind, there are few better to study than Renaissance Italian artist, scientist and inventor Leonardo da Vinci. In his latest...
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Donor Advised Fund a tax-efficient way to give
Cardan Capital Partners co-founding partner Marti Awad has joined the investment committee of Rose Community Foundation, historically one of the most important nonprofit organizations in Denver. Marti considers it an honor to lend her expertise to the oversight of...
read moreWhy investors should care about infrastructure
Every four years, the American Society of Civil Engineers issues a report card with letter grades reflecting the condition and performance of the nation's infrastructure -- and the current grade average sits at a miserable D+. Airports, bridges, levees, ports, public...
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The Helm: 2018 in review, 2019 in focus
Welcome to Cardan Capital Partners’ third 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. Later this year, we will roll out a quarterly chart-book highlighting the...
read moreMarket update: Federal Reserve rate hike
The Federal Reserve today announced its decision to proceed with a December rate hike of the federal funds rate. This is the fourth rate hike in 2018 and the ninth since the Fed started raising rates in 2015, each time with an increase of a quarter-percentage point...
read morePsychologist: We’re not the logical, rational thinkers we fancy ourselves
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: Thinking, Fast and Slow by Daniel Kahneman This award-winning book from 2011 is...
read moreRecommended reading: Journey from isolated survivalist to scholar
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: Educated: A Memoir by Tara Westover Heavy — but compelling — reading alert:...
read moreMarket update on global stock market drop
Global stock markets dropped sharply today with the Dow, S&P 500 and NASDAQ each falling more than 3%. The catalysts appear to have been concerns over the truce in the trade war between the United States and China, uncertainty over the outcome of Brexit, and an...
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End of Year 2018 — Maneuvering Delicately
“Every past decline looks like an opportunity, every future decline looks like a risk.” Morgan Housel If past declines look like opportunities and future declines look like risk, declines lived in real-time are trials of patience and fortitude. The uncertainty around...
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Meet Denver’s University Preparatory Schools
Cardan Capital Partners is committed to making our community a better place to live and work — and we’re inspired by all of the great things we see happening at University Preparatory Schools, a high-performing public charter school network with two campuses in Near...
read moreComparative government rates overseas may surprise you
In June 2007, three months before the collapse of Lehman Brothers and the start of the Great Financial Crisis in earnest, the U.S. 10-year Treasury yield was at 5% before falling to a historical low of 1.39% in July 2012. Yields increased for a short time thereafter...
read more3 takeaways from former Fed Reserve Chair Yellen
Recession isn’t imminent although current GDP growth puts the economy at risk of overheating absent improvements in productivity, Former Federal Reserve Chair Janet Yellen recently said.
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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...
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