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Q1 2021 Newsletter

This newsletter provides updated information to keep our clients informed!
Ashley Heatwole, Chartered Financial Analyst

Join Us In Welcoming Ash Heatwole To Graves-Light Private Wealth Management.

The team at Graves-Light 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.
long term market summary index returns

Quarterly Market Review – 3rd Quarter 2020

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

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…
identity theft

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…
financial market chart

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

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

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.
elderly couple hugging and laughing

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.