News
The Helm Q3 2020: The Series Finale?
After all the twists and turns so far in 2020, the markets enter the final quarter of the year still working through several potential scenarios, including: President Trump maintaining office or a new administration and policies, a “Blue Wave” outcome, a contested...
Be Aware of Current Cybersecurity Scams – October is Cybersecurity Awareness Month
Technology allows us to be connected in every aspect of our life. From computers and smartphones to cars, homes, and televisions. We shop online, communicate online, and pay bills online. With this added convenience comes an increased level of risk to identity...
Get the biggest bang for your buck with your Medicare Part D drug plan
What upcoming Medigap changes could mean for some Medicare recipients including Colorado’s Section 5 Special Election Period
Revitalizing the Mix – Changes to the Dow Jones Industrial Average
The Importance of Financial Literacy
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...
Questions to ask when making decisions during Medicare Annual Enrollment (AEP) October 15- December 7th
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...
2020 Grinds On
As 2020 grinds on, the 2009 analog for the US stock market remains intact. The chart below shows the market bottom and subsequent recovery of the S&P 500 during the 2008/2009 Financial Crisis and aftermath (blue line) and the 2020 Covid Crisis still in process...
Medicare & Coronavirus Coverage – Q & A
In response to the Coronavirus pandemic, changes have been made to Medicare coverage to enhance access and reduced costs. Cardan Capital Partners Co-Founding Partner Marti Awad and Carol Janz Booth of Group Insurance Analysts Inc., share some tips related to the...
‘The Splendid and the Vile: A Saga of Churchill, Family, and Defiance During the Blitz’
From New York Times bestselling author Erik Larson, this nonfiction page turner recounts the dramatic events surrounding Hitler’s twelve month bombing campaign of England during WWII (the “Blitz”) and the inspiring and courageous leadership by England’s new prime...
Is it the Right Time to Refinance your Mortgage?
With mortgage rates at historic lows, now may be a good time to consider refinancing your mortgage. Just a small interest rate reduction could translate into valuable potential savings over the term of your loan. Remember to consider closing costs (e.g., title...
The Helm Q2 2020: The Upside Down
The hit series “Stranger Things” on Netflix takes place in the small town of Hawkins, Indiana. This town unwittingly becomes the scene of extraordinary mystery and intrigue. The most uncomfortable and haunting periods of the drama are when the viewer is taken with the...
Dividing Assets during a Divorce – Defined Benefit Plans
In the first of a series on Dividing Assets during a Divorce, Cardan Founding Partner Sarah Keys, explores considerations for dividing defined benefit plans. Although not as prevalent as they once were, defined benefit plans can still be a significant source of...
‘Say Nothing: A True Story of Murder and Memory in Northern Ireland’
A riveting history of the tragic three decade conflict in Northern Ireland, also known as "The Troubles." The conflict exists between largely Protestant unionists seeking continued ties to Britain, and mainly Catholic nationalists pressing for a united Ireland free...
Danby Minor Joins Cardan’s Client Service Team
Cardan Capital Partners is pleased to announce that Danby Minor has joined our team as Senior Client Associate. She will support client relationship management, account services, and daily operations. Danby has over a decade of experience working in independent wealth...
The longest year . . .
As we continue to lurch along the roller coaster ride that is the year 2020, you may be feeling like this is the longest year on record. Days morph into weeks and weeks into months. One year feels like three. We have now charted 118 days of unrelenting market...
College Refunds & Your 529
With the cancellation of in-person classes and the closing of dorms as a result of the COVID-19 pandemic, a number of colleges and universities have provided partial rebates/refunds for tuition and other costs like room and board. Many of these costs had been covered...
Defend yourself from increased cyber fraud in the current environment
As the public's demand for information about the pandemic remains high, criminals are seeking to take advantage, turning common information searches into information theft. Be aware of the latest activities and make sure you are implementing additional precautions to...
Sarah Keys now a Certified Divorce Financial Analyst®
Cardan Capital Partners is pleased to announce that Co-Founding Partner Sarah Keys is now a Certified Divorce Financial Analyst® (CDFA®). This specialized, professional designation focuses on pre-divorce financial planning. A CDFA® helps guide a divorcing couple...
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