Client Newsletters

Q1 2021 Newsletter

January 14, 2021

This newsletter provides updated information to keep our clients informed!

Quarterly Market Review – 3rd Quarter 2020

October 14, 2020

This report features world capital market performance and a timeline of events for the past quarter.

Graves Light Lenhart Q4’20 Client Newsletter

October 13, 2020

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Financial Markets Are Surprisingly Strong During The 3rd Quarter of 2020

July 14, 2020

Financial markets were surprisingly strong during the quarter ended June 30, 2020.

Celebrate An Up Trend With Second Quarter Index Returns

July 9, 2020

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

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