Client Newsletters

Q3 2022 Newsletter

July 1, 2022

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

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

Q2 2022 Newsletter

April 13, 2022

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

elderly man drawing a picture with a baby

Graves Light Lenhart January ’22 Market Commentary

February 4, 2022

New Year optimism quickly turned to caution as the major U.S. stock indices ran into trouble.

Q1 2022 Newsletter

January 19, 2022

Graves Light Lenhart November ’21 Market Commentary

December 3, 2021

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

elderly woman smiling while at her laptop

Graves Light Lenhart October ‘21 Market Commentary

November 3, 2021

Markets quickly recovered during the month of October, with limited hangover effects following a sluggish end to the third quarter.

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