Archive for category: Market Reports

Q2 2024 Client Presentation

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

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.

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.

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).

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.

Graves Light Lenhart November ’22 Market Commentary

Positive price momentum continued through November, with markets rallying on better than
expected inflation data.

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