News
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...
Marti Awad adds ‘Lady Badass’ to resume
Well, here’s a title I’m excited to add to my CV: Lady Badass. I have been bestowed this honor by founders of the #LadyBadassery Project, a wonderful initiative to highlight women leaders worldwide. It started with one woman, personal and corporate coach Joanna Bloor,...
Highlights from Mohamed El-Erian CFA conference presentation
For Chartered Financial Analysts like me, every annual meeting of the CFA Institute is a must-attend event, and the 72nd CFA Institute Annual Conference in London proved to be no exception. This year’s theme: “Disruption: The Reality in Investment Management.” Among...
The ETF basics
Because Exchange-Traded Funds, or ETFs, allow investors to achieve diversification at low cost, and diversification is important because it can mitigate investors’ risk, let’s take a look at the ETF. The ETF is a pooled vehicle that owns underlying investment assets,...
Cardan supports Girls Inc. Scholarship Fund
Cardan Capital Partners joined hundreds of Colorado organizations Thursday to support Girls Inc. of Metro Denver's mission to inspire all girls to be strong, smart and bold. It was our honor to be a corporate sponsor of one of Girls Inc.'s biggest events of the year...
Meet Centus Counseling, Consulting and Education
Cardan Capital Partners supports an array of nonprofit organizations, including Centus Counseling, Consulting and Education, which provides behavioral health services for individuals, couples and families in eight Colorado counties. Today, Cardan was honored to be a...
How and why to choose a strong password
Choosing a strong password is one of the best ways to protect data and prevent cybercrime. We recommend the following best practices for creating and managing passwords to help protect your accounts -- whether they’re used to access employer or home networks, online...
Marti Awad talks entrepreneurism, leadership with women’s chamber members
The Colorado Women's Chamber provides great opportunities for women to grow professional and personally -- and there's one members-only program I want to ensure more people know about: the Women of Influence & Impact Leadership Program. It was an honor for me to...
The Helm: Q1 2019 Update
Welcome to Cardan Capital Partners’ fourth 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. Market update After 2018's discouraging fourth quarter, Federal Reserve...
David Fox named to Mi Casa Resource Center committees
Cardan Capital Partners is pleased to announce that Senior Portfolio Analyst David Fox has joined both the finance and investment committees for Mi Casa Resource Center, a nonprofit organization committed to advancing family prosperity. The center, grounded with...
Market update: Read bounce in bigger context
A big stock rally kicking off the second quarter, coupled with major first-quarter gains that have ushered indexes to near-record levels (for example, the Dow Jones Industrial Average is within 800 points of its high, and the S&P 500 index landed its biggest...
Embracing ‘Essentialism, The Disciplined Pursuit of Less’
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: Essentialism, The Disciplined Pursuit of Less by Greg McKeown In his engaging and...
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...
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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