Graves Light Lenhart July ’23 Market Commentary
This video presentation includes updates on current trends and news observed in July 2023.
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Entries by estland
Q3 2023 Client Presentation
This video presentation includes updates on current trends and news related to the third quarter of 2023.
Graves Light Lenhart May ’23 Market Commentary
Markets were generally mixed during May, highlighted by the standout performance of a handful of large Technology stocks reacting positively to the future potential of Artificial Intelligence (AI).
Q2 2023 Client Presentation
This video presentation includes updates on current trends and news related to the second quarter of 2023.
What Issues Should I Consider at the Start of the Year?
Check out our questionnaire to learn more about what you should tackle in 2023!
Graves Light Lenhart February ’23 Market Commentary
Jitters returned in February, largely due to concerns over inflation and the resulting impact on
interest rates. February’s selloff was triggered by the release of January’s largely stronger-than-expected
economic indicators.
Your identity has been stolen; now what?
Previously, we circulated information on steps that you should take to avoid having your identity stolen and vigilance remains your best defense, but what should you do if those efforts fail, and you find that you have become a victim of identity theft?
Graves Light Lenhart January ’23 Market Commentary
After experiencing a turbulent 2022, January provided a strong start to the new year. This occurred despite mixed earnings results, as the markets digested several positive countervailing trends, including better-than-expected GDP growth, a slowing pace of inflation as well as expectations for reduced rate hikes by the Federal Reserve (Fed).
An Important Message For Our Clients
Fraud has become a big business, and no person is immune. Read below for 10 actionable steps you can take to help protect your accounts.
Q1 2023 Newsletter
This newsletter updates you on current trends and news related to the first quarter of 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
