Author Archive for: estland

Entries by estland

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).

Q4 2022 Newsletter

The most recent quarter (September-end) witnessed losses across asset classes and, therefore, client accounts. In our previous quarterly newsletter (June-end), we wrote that “there was no place to hide”, which, unfortunately, succinctly summed up the latest quarterly experience as well.

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, CFP®

Principal | Director of Wealth Strategies

Ryan P. Waid, JD, LLM, CFP®

Director of Wealth Strategies

Jason Fink, PhD

Director of Research

Kathleen M. Graves, JD

Compliance Manager

Angela Moats

Senior Client Associate

Kara Morgan

Senior Client Associate