Author Archive for: estland
Entries by estland
Join Us In Welcoming Ash Heatwole To Graves Light Lenhart Private Wealth Management.
The team at Graves Light Lenhart Private Wealth Management warmly welcomes Ashley “Ash” Heatwole to our team. Ash is a Chartered Financial Analyst (CFA ® ) with over ten years of experience working across a broad range of markets.
What Issues Should I Consider Before I Update My Estate Plan?
There are a variety of factors and issues to be mindful of when considering to update your estate plan. Check out this guide for more information on these issues.
Are You At Risk Of Identity Theft Or Fraud?
Identity theft and fraud can seriously complicate everyday living. With more time spent online shopping and doing business, it’s easier than ever before to become a victim. Check out this guide to determine your risk level.
Celebrate An Up Trend With Second Quarter Index Returns
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.
What’s The Missing Ingredient In Most Retirement Planning Strategies?
Words are impactful; some flow off the tongue smoothly and others, not so much. The word “decumulation” falls decidedly in the latter category: it’s a word you’ve likely never used in polite conversation.
Expanded Taxpayer COVID-related Relief
Additional COVID-related Relief Is Here In a recent notice, the Internal Revenue Service recently expanded taxpayer relief related to required minimum distributions (RMDs) for 2020. The CARES Act, passed earlier this year, allowed certain taxpayers to forgo taking their RMD in 2020; it also provided limited opportunities to return RMDs taken earlier in the year. […]
Asa W. Graves VII, CFA ®
Partner | President & Chief Investment Officer
J. Douglas Light
Partner | Director of Wealth Management
Jeffrey G. Lenhart, JD, LLM, CFP®
Partner | Director of Wealth Strategies & Chief Compliance Officer
A. Wesley Graves, VI
Director of Wealth Management
Ashley "Ash" Heatwole, CFA®
Associate Director of Wealth Management, Portfolio Manager
