Q2 2024 Client Presentation
This video presentation includes updates on current trends and news related to the second quarter of 2024.
Author Archive for: estland
Entries by estland
Secure 2.0 Act Provides Welcome Relief To Retirement Savers
The Secure 2.0 Act of 2022 is aimed at getting Americans to save more for retirement. Learn which provisions are in effect and what it means for your retirement planning.
Graves Light Lenhart February ’24 Market Commentary
This video presentation and market report includes updates on current trends and news observed in February 2024.
Q1 2024 Client Presentation
This video presentation includes updates on current trends and news related to the first quarter of 2024.
Join Us In Welcoming Nick Perrine To Graves Light Lenhart Wealth
The team at Graves Light Lenhart Wealth warmly welcomes Nicholas “Nick” Perrine to our firm.
Final 2023 Year-End Reminders
As 2023 draws to a close, we would like to remind our clients of important year-end processing deadlines.
2023 Year-End Tax Planning Guide
Check out our end-of-year tax planning checklist to learn more about what you should do before the end of 2023.
Graves Light Lenhart October ’23 Market Commentary
This video presentation includes updates on current trends and news observed in October 2023.
Q4 2023 Client Presentation
This video presentation includes updates on current trends and news related to the fourth quarter of 2023.
Graves Light Lenhart August ’23 Market Commentary
This video presentation includes updates on current trends and news observed in August 2023.
Asa W. Graves VII, CFA ®
Principal | President & Chief Investment Officer
J. Douglas Light
Principal | Director of Wealth Management
Jeffrey G. Lenhart, JD, LLM, CFP®
Principal | Director of Wealth Strategies & Chief Compliance Officer
A. Wesley Graves, VI
Director of Wealth Management
Ashley "Ash" Heatwole, CFA®, CFP®
Principal | Director of Wealth Management
Nicholas A. Perrine, CPA
Director of Wealth Strategies
Jason Fink, PhD
Director of Research
Kathleen M. Graves, JD
Compliance Manager
JEFFREY G. LENHART, JD, LLM, CFP®
Principal | Director of Wealth Strategies & Chief Compliance Officer
