Q4 2021 Newsletter

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Client Newsletter

Fourth Quarter 2021

This newsletter updates you on current trends and news related to the fourth quarter of 2021.

We invite you to reach out to our team with questions!

View 2021 Fourth Quarter Newsletter

Authors

Financial Planner Asa Graves

ASA W. GRAVES VII, CFA®

Partner | President & Chief Investment Officer

View Asa’s Bio
Financial Planner Jason Fink

JASON FINK, PHD

Director of Research

View Jason’s Bio
Ashley Heatwole, Chartered Financial Analyst

ASHLEY “ASH” HEATWOLE, CFA®

Associate Director of Wealth Management, Portfolio Manager

View Ash’s Bio

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
2021 · WHAT ISSUES SHOULD I CONSIDER BEFORE THE END OF THE YEAR?mountains and valleyselderly woman smiling while at her laptopGraves Light Lenhart October ‘21 Market Commentary