Author Archive for: estland

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Entries by estland

Q3 2022 Newsletter

July 1, 2022/in Quarterly Client Newsletter

There was nowhere to hide during the June quarter. Stocks and bonds both experienced painful
declines.

Graves Light Lenhart May ’22 Market Commentary

June 3, 2022/in Market Reports, Newsletter

Markets roundtripped during May as key benchmarks flirted with “bear market” territory –defined as any peak-to-trough drawdown of 20% or more – with most market segments clawing back to close out the month broadly unchanged.

Graves Light Lenhart April ’22 Market Commentary

May 4, 2022/in Market Reports

Q2 2022 Newsletter

April 13, 2022/in Newsletter, Quarterly Client Newsletter

Going into 2022, we expected the financial markets to experience heightened volatility given the likely
friction emanating from the anticipated Federal Reserve’s change in monetary policy against many richly
valued financial markets.

Graves Light Lenhart February ’22 Market Commentary

March 3, 2022/in Newsletter

Tips For Preventing Fraud

February 2, 2022/in Cybersecurity

How To Protect Yourself From Ransomware

February 2, 2022/in Cybersecurity

How Your Information Is Protected

February 2, 2022/in Cybersecurity

Q1 2022 Newsletter

January 19, 2022/in Market Reports, Newsletter, Quarterly Client Newsletter

Graves Light Lenhart November ’21 Market Commentary

December 3, 2021/in Market Reports, Newsletter

This newsletter contains an update on the market and a timeline of events for November 2021.

Asa W. Graves VII, CFA®

Principal | President & Chief Investment Officer

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

Brian Aker, MBA

Chief Operating Officer

Jason Fink, PhD

Director of Research

Kathleen M. Graves, JD

Compliance Manager

Angela Moats

Senior Client Associate

Kara Morgan

Senior Client Associate

J. Douglas LightRetired Effective October 1st

Principal | Director of Wealth Management