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Investing: Palm Beach Daily News

“Summer on the beach perfect ponder time for financial issues”
May 22, 2005
Grant Rawdin was extensively quoted in this article on the positive implications of non-U.S. companies, the effect and risks of higher interest rates on bond prices and the tax exclusion available on gains realized from the sale of your primary residence.

“The price of not knowing your P/E: Earnings”
July 13, 2003
In this article, Wescott’s Investment Commentary was the featured advice. It described the process for understanding the important measure, “price-to-earnings ratio” of a stock. By analyzing different measures, Wescott clients were able to avail themselves to historical “bargains” in the stock market at the very bottom of the “bear” market.

“North-bound? Finances could take new direction, as well”
May 18, 2003
This article features Grant Rawdin debating the defensive measures taken by those who are afraid of the post war economy. He provides many reasons to buy into the stock market, which had suffered a precipitous decline after the start of the Iraq war. The stock market advanced nearly 30% in the ensuing 6 months after the article was published. He argues against investing in long-term bonds and promotes shortening and layering bonds to result in varying maturity periods.

“Experts: Don’t Let the War Alter Investment Strategy”
April 2, 2003
In time of war, Grant Rawdin adamantly supports a commitment to staying the course. He identifies the natural cycle of the economy and reassures people that a good stock market will return despite dramatic shifts. The stock market infact returned more than 30% in the 9 ensuing months of 2003.

“Experts: Discipline Key for Investors”
February 18, 2003
In coverage of our 2003 Wescott Client Conference held in Palm Beach, the Palm Beach Daily News reported on our presentation. Grant Rawdin emphasized the importance of history in anticipating the market in this article. He also discussed the impact of rebalancing one’s portfolio. Lydia Sheckels shared his views on reorganizing to create opportunity for the long term.

“Zeros worth watching as rates rise”
January 30, 2000
On the precipice of the 2000-2002 bear stock market and during an unprecedented time where investing abounded the bond market, Grant Rawdin discusses the advisability of investing in bonds. “Consider stocks for investments of, say five years or more. Then determine to add bonds to round out your mix.”

 

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