Q1 2023 Newsletter
This newsletter updates you on current trends and news related to the first quarter of 2023.
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.
Q3 2022 Newsletter
There was nowhere to hide during the June quarter. Stocks and bonds both experienced painful
declines.
Q2 2022 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.
Q4 2021 Newsletter
Our 4th Quarter Newsletter for our valued clients.
Q3 2021 Newsletter
Our 3rd Quarter Market Report
Q1 2021 Newsletter
This newsletter provides updated information to keep our clients informed!
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®
Director of Wealth Management, Portfolio Manager
JEFFREY G. LENHART, JD, LLM, CFP®
Principal | Director of Wealth Strategies & Chief Compliance Officer
