Archive for category: Market Reports

Q2 2026 Client Presentation

This video presentation includes updates on current trends and news related to the second quarter of 2026.

Q1 2026 Client Presentation

This video presentation includes updates on current trends and news related to the first quarter of 2026.

Q4 2025 Client Presentation

This video presentation includes updates on current trends and news related to the fourth quarter of 2025.

Q3 2025 Client Presentation

This video presentation includes updates on current trends and news related to the third quarter of 2025.

Q2 2025 Client Presentation

This video presentation includes updates on current trends and news related to the second quarter of 2025.

Q1 2025 Client Presentation

This video presentation includes updates on current trends and news related to the first quarter of 2025.

Q4 2024 Client Presentation

This video presentation includes updates on current trends and news related to the fourth quarter of 2024.

Q3 2024 Client Presentation

This video presentation includes updates on current trends and news related to the third quarter of 2024.

Graves Light Lenhart May ’24 Market Commentary

This video presentation and market report includes updates on current trends and news observed in May 2024.

Q2 2024 Client Presentation

This video presentation includes updates on current trends and news related to the second quarter of 2024.

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