Quarterly Market Review – 3rd Quarter 2020

Quarterly Market Review

3rd Quarter 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.

The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.

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