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Part D prescription drug coverage : which payment stage are you in?
Historical Insights vs Forecasting
How is one to make sense of the disparate Wall Street market forecasts? At the top end of the range, BMO is predicting a 2021 ending value for the S&P 500 of 4800 – an over 9% increase from today’s price. In contrast, Duetsche Bank’s forecast for the S&P 500...
Deductibility of 529 Contributions in Colorado
Most states that have an income tax provide some sort of state tax deduction for contributions to a 529 college savings plan. Typically the contribution must be made to that state’s 529 plan. So, for example, to take a deduction against Colorado income tax the...
Get the biggest bang for your buck with your Medicare Part D drug plan
Checking in on Market Valuation
JP Morgan’s latest quarterly Guide to the Markets provides some excellent charts highlighting where the stock market stands across several different valuation measures. The table in the chart below summarizes several of these measures and the conclusion is clear, the...
Medigap Plans: An Overview
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...
The Helm Q2 2021 – Calm waters
Economic Backdrop The positive trends seen in the first quarter for the overall economy carried forward into second quarter of 2021. The Conference Board’s monthly Leading Economic Index (LEI) continued to trend up. This index is comprised of 10 economic components...
Update: The Insiders’ View of the Biden Tax Proposals
As discussed in our January 12, 2021 article, “The Biden Tax Plan – Highlights,” President Joe Biden’s campaign platform included proposed tax changes which would negatively impact high net worth taxpayers. Now that some time has passed since the election and...
Marti Awad Receives Invest in Others Catalyst Award
Cardan Capital Partners is excited to announce that Marti Awad has earned honorable mention for the Invest in Others Catalyst Award for her charitable work with University Preparatory Schools in Denver. Invest in Others is a 501(c)(3) nonprofit dedicated to...
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...
Labor & Productivity
A fascinating chart has been making its way through the Twitter financial sphere this past week that shows the total number of employees to total revenues of the S&P 500 throughout time. In 1986, it took 8 employees to generate $1 million in revenue. Today, the...
So What Exactly is Cryptocurrency?
Cardan summer interns, Jessie DeGroff and Phillip Wildes, explore the up and coming world of blockchain and cryptocurrency. During the past few years, cryptocurrency has increasingly been at the forefront of the news. It has gained much exposure and popularity...
Cardan Capital Partners Supports Girls Inc. of Metro Denver
For our third consecutive year, Cardan Capital Partners was a proud sponsor of Girls Inc. of Metro Denver’s Annual My Bold Future fundraising luncheon and Senior Client Associate Farren Henry served on the Event planning Committee. Girls Inc. is a non-profit...
The Great Inflation Debate
During 2021 there has been a renewed focus on inflation by the media, economists, investors, politicians and the general public alike. Some are concerned that all the government stimulus spending and the Fed’s policy stance of low rates and a more relaxed view of...
The End of Alzheimer’s: The First Program to Prevent and Reverse Cognitive Decline
In his book, Dr. Dale Bredesen argues that the decades of research into the causes and treatment of Alzheimer’s have not been successful because there is no one single factor or cause but rather a confluence of variables that impact the onset of this insidious...
Splitting IRAs During a Divorce
Cardan Founding Partner and Certified Divorce Financial Analyst® (“CDFA”) Sarah Keys, explores splitting IRA accounts during a divorce. Outside of the home, retirement accounts are often the biggest asset for many couples. For this reason, they should not be...
The Helm Q1 2021 – A New Year
Economic Backdrop The economy continues to improve from the nadir of the pandemic. The Conference Board’s monthly Leading Economic Index (LEI), composed of 10 economic components whose changes tend to precede changes in the overall economy, continues to improve....
The Biggest Bluff: How I Learned to Pay Attention, Master Myself, and Win
First of all, let me start by saying that I am not a poker player. I find the game confusing and weirdly stressful. For that reason, I wasn’t sure what to expect of The Biggest Bluff: How I Learned to Pay Attention, Master Myself, and Win by Maria Konnicova. The...
Cardan was a proud sponsor of this year’s WorldDenver International Women’s Day
Cardan Capital Partners was a proud sponsor of this year’s WorldDenver International Women’s Day luncheon on March 8th - a celebration of women’s economic, political and social achievements. The theme this year was Women in National Security, encompassing women...
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