News
‘A Bittersweet Season’ an essential guide to caring for aging parents and ourselves
Increasingly, in our personal and professional lives, we at Cardan Capital Partners are hearing about the challenges people are facing with elderly parents and grandparents. These can be frustrating, heartbreaking and hugely stressful situations further compounded by...
The Helm: 2019 in review, 2020 in focus
As we say goodbye to 2019 and the decade of the 2010s, we thought it would be helpful to take a look at the forces appearing to exert influence over the investing world at this time. While we embark upon this overview with a look toward the future, we also bear in...
Important changes to your IRA under the SECURE Act
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law Dec. 20, 2019, will have a number of ramifications for retirement income and tax planning. Main provisions related to IRAs The three most significant provisions related to...
WorldDenver, Bhutan and Gross National Happiness
I have resolved in 2020 that WorldDenver no longer will be one of the best kept secrets in town. I proudly serve on the board of this nonprofit organization, which seeks to promote engaged, global citizenship through education; cross-cultural exchange; and personal...
10 major trends changing the ways we live and work
This is interesting perspective from McKinsey Global Institute, which conducts research worldwide to assist business leaders and policymakers with decision-making: The content contained in this article does not represent the opinions and viewpoints of Cardan Capital...
Matt Papazian talks investment strategy, philosophy with Citywire
Cardan Capital Partners Co-founding Partner and Chief Investment Officer Matt Papazian recently sat down with a reporter from Citywire USA to discuss our approach to investing. "This Denver-based RIA zeroes in on the signals it looks out for to build its...
The Moment of Lift: How Empowering Women Changes the World
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: The Moment of Lift: How Empowering Women Changes the World by Melinda Gates Former...
Cardan Spotlight on Indicators: Drivers of consumer behavior
Cardan Capital Partners examines in a monthly series different indicators we believe are relevant to the current environment. Indicators can inform our understanding of the economy and investment strategy. For example, economic indicators can help explain the stage of...
Be aware of e-skimming when conducting online transactions
With holiday shopping season coming up, law enforcement agencies caution shoppers to be aware of the digital theft known as "e-skimming." Cyber criminals skim customer payment data -- which can include your name, date of birth, account numbers, passwords and location...
Girl Scouts of Colorado name Awad 2019 ‘Woman of Distinction’
Cardan Capital Partners Co-founding Partner Marti Awad is honored to be named a 2019 Denver Metro Woman of Distinction by the Girl Scouts of Colorado. Marti -- who enjoyed her membership in Girl Scouts as a child -- is among 10 other women selected by a committee of...
Cardan Capital Partners honored to sponsor CU Johnson Depression Center luncheon
Among the things we're grateful for this November -- and throughout the year: the University of Colorado's Helen and Arthur E. Johnson Depression Center, which helps people with depression and mood disorders through clinical care, research and the delivery of...
Cardan Spotlight on Indicators: recession or growth?
Indicators can inform our understanding of the economy and investment strategy. For example, economic indicators can help explain the stage of a particular economic cycle, market indicators can help explain how the market is behaving, and sentiment indicators can shed...
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...
Market update: 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...
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