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Graves Light Lenhart May ’24 Market Commentary

This video presentation and market report includes updates on current trends and news observed in May 2024.
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Q2 2024 Client Presentation

This video presentation includes updates on current trends and news related to the second quarter of 2024.
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Graves Light Lenhart February ’24 Market Commentary

This video presentation and market report includes updates on current trends and news observed in February 2024.
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Q1 2024 Client Presentation

This video presentation includes updates on current trends and news related to the first quarter of 2024.
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Graves Light Lenhart October ’23 Market Commentary

This video presentation includes updates on current trends and news observed in October 2023.

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Q4 2023 Client Presentation

This video presentation includes updates on current trends and news related to the fourth quarter of 2023.
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Q3 2023 Client Presentation

This video presentation includes updates on current trends and news related to the third quarter of 2023.
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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).
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Q2 2023 Client Presentation

This video presentation includes updates on current trends and news related to the second quarter of 2023.
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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