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  • Market Update: May 7, 2014

    John Gorlow | May 07, 2014

    April proved to be a choppy month for global equities. Nonetheless, overall the markets delivered fair gains as long as investors were diversified. The MSCI World Index returned 1.02%. U.S. Large Caps, as measured by the S&P 500 Index, returned 0.47%. International developed equities, as measured by the MSCI EAFE, returned 1.53%. The MSCI European Equity Index advanced 2.49%, while its Pacific Rim counterpart regretfully lost 0.71%. As for the MSCI Emerging Market Equity Index, total returns were a shy 0.33%.

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  • The Illusion of Understanding

    John Gorlow | Apr 23, 2014

    Human beings love to imagine connections between events where none really exist. For financial journalists, this is a virtual job requirement. For investors, it can be a disaster.

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  • Cardiff Park Advisors - About "Heartbleed"

    John Gorlow | Apr 10, 2014

    You may have  read about a security breech to some SSL encrypted websites. The potential security threat is called Heartbleed (CVE-2014-0160).  

    Client.CardiffPark.com is on a windows platform that makes use of a Trust Wave SSL Certificate.

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  • Market Update: Apr 6, 2014

    John Gorlow | Apr 06, 2014

    Despite choppy global stock markets the S&P 500 Index headed back to record levels at the end of March returning 0.85% for the month. Outside the U.S., the MSCI European stock market Index fell 1.02%, the MSCI Japanese stock market Index lost 1.15%, while the MSCI Emerging stock market Index gained 3.07%. YTD, the European Index returned 2.1%, the U.S. Index returned 1.81%, the Japanese Index lost 5.47% and the Emerging Market Index declined 0.43%.

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  • Market Update: Mar 8, 2014

    John Gorlow | Mar 08, 2014

    What the market took away in the last two weeks of January it gave back in February. Despite latest economic reports expecting weak future growth the S&P 500 returned 4.57% in February negating January’s 3.46% decline. In foreign stock markets, the overall tone was positive. The MSCI EAFE index returned 5.56%.The MSCI Emerging Market index returned 3.19%.

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  • Market Update: Feb 10, 2014

    John Gorlow | Feb 10, 2014

    Global stock markets ended January with sharp losses. On January 15, the S&P 500 stock index posted a new all-time high. However, concerns about the global economy and U.S. company earnings coupled with turmoil in emerging markets drove the S&P 500 index down 3.5%; this was its worst monthly performance in the past two years. The European and Japanese stock markets each fell 3.9%. The Emerging markets fell 6.6%. Although emerging markets may continue their downward momentum in the short run, they remain an important component in a properly diversified portfolio. In the long run, emerging markets are likely to grow faster than developed markets.

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  • Market Update: Jan 13, 2014

    John Gorlow | Jan 13, 2014

    The amazing performance of US stocks in 2013 was a welcome surprise for investors who are following a simple buy-and-hold strategy and a source of exasperation for many professionals caught flatfooted by the steady rise in share prices.

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  • Market Update: Dec 8, 2013

    John Gorlow | Dec 08, 2013

    As Thanksgiving came and went, Wall Street put taper concerns aside. The S&P 500 climbed another 2.8% bringing YTD total returns on the index to 29.12%, the best performance since 1997.

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  • Market Update: Nov 6, 2013

    John Gorlow | Nov 07, 2013

    With debt default averted for now and the government reopened, the S&P 500 continued its winning ways in October. The broad market index rose 4.46% for the month, bringing YTD returns to 25.3%. S&P Mid Cap stocks gained 3.64%, finishing up 26.34% YTD.  S&P Small Cap stocks rose 3.54%, driving their YTD returns to 32.04%.

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  • Dividend Paying Stocks: Nov 5th 2013

    John Gorlow | Nov 05, 2013

    Since the early days of security analysis, research has emphasized the potential benefit of buying stocks at a price that is reasonable to the fundamentals. The oldest benchmark for valuation is the dividend yield. Stocks that trade at a high dividend yield are often referred to as value stocks. Stocks that trade at a low dividend yield are often referred to as growth stocks. Value and growth investing have given rise to dramatically different records of long-term performance. A large body of evidence suggests that there has been a higher long term-term return both domestically and internationally from investing in value stocks.

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