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USA Today
October 3, 2008Lydia Sheckels advises
on the effects of market timing and the risk of inflation during the
current financial storm.
February 7,
2005
Grant Rawdin is featured in this article advising
a young couple on ways to manage their money that maximizes their
savings plans. He provides them with several tips from portfolio analysis
to strategic planning. The couple was asked by the reporter when they
would make the recommended changes. “Right away,” they
said.
December 1,
2003
In this monthly feature, Grant Rawdin demonstrates
alternatives to allocations and investments in a USA Today
reader’s portfolio. He presents the reader with a more diversified
approach to his investment plan. The article states, “(Reader)
plans to follow Rawdin’s recommendations.”
November 17,
2003
New York Attorney General Eliot Spitzer is causing great concern among
investors regarding mutual funds. Lydia Sheckels
puts investors at ease with her practical advice on getting the facts
first.
May 22, 2003
Grant Rawdin comments on the currency status of specific
international regions and how it affects the U.S. stock market.
May 22, 2002
In this article, Grant Rawdin warns against biased
sources of information. He appeals to analyst discipline and a strong
work ethic for providing reliable information to investors.
April 15, 2002
Drug companies are taking a hit between patent expirations, investigations,
and consumer group lawsuits. Grant Rawdin makes his
predictions on the future of pharmaceuticals and advises cutting back
on drug company stocks for those with heavy concentrations in them.
In the ensuing 3 years, the pharmaceutical industry well underperformed
the stock market as measured by the S&P 500.
"Your
Portfolio" | April 1, 2002
In this monthly feature article, Lydia Sheckels helps
a USA Today reader with an unstable portfolio history to
get back on track. Lydia encourages the investor to re-evaluate his
investment approach and redefine his objectives. She makes recommendations
on how to diversify by selling specific stock that performed poorly
and save on some midcap growth funds.
October 3,
2001
This article, written during the 2000-2002 market decline, featured
Grant Rawdin’s discussion on diversifying portfolios
while volatility in a portfolio may represent opportunity, it also
can represent loss. Balance in the portfolio is the key to enhancing
the clients’ overall returns.
August 31,
2001
Investors would be wise to learn from previous mistakes. Grant
Rawdin is a strong believer in focusing on which investments
clients can control as opposed to returns one cannot. “The lesson
from the bear market is that you can’t control investment returns,
says Grant Rawdin.
"Managing
Your Money" | June 1, 2001
While Education IRAs get a facelift, Lydia Sheckels
talks about a plan that needs more functionality.
"Managing
Your Money" | March 23, 2001
While many people have started to diversify their portfolios between
balanced bonds and money market funds. Grant Rawdin
makes a recommendation to use balanced funds only if it fits the circumstances.
"Managing
Your Money" | March 16, 2001
Lydia Sheckels' advice on 401(k) distributions is
similar to her philosophy for maintaining a diversified portfolio.
She recommends taking risk assessment tests regularly at times of
gain, loss and in between.
"Managing
Your Money" | December 8, 2000
Lydia Sheckels advises readers that all is not lost
in a diversified stock and bond portfolio. She counsels against excessive
measures and advises people to pare down large concentrated holdings
instead of entirely selling them off and moving to cash.
October 9,
1999
Lydia Sheckels informs investors that one should
perform research on a company before selling. She offers alternative
solutions to selling in the event of a decrease due to a one time
event or major catastrophe.
©2005- Wescott
Financial Advisory Group LLC | Disclosure
