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Q2 2024 – Quarterly Market Update

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In this market and portfolio update webinar, our Chief Investment Officer, Nathan Davis, CFA, CFP®, reviews the markets for the second quarter of 2024. The topics include a look back at the markets and the implications for investors. This webinar will:

 

  • Review what impacted the markets last quarter
  • Discuss how our portfolios responded
  • Talk about some possibilities for markets and our economy in the near future

Webinar Speakers:

Nathan Davis, CFA, CFP®

Chief Investment Officer
Nathan Davis, ​​CFP®, CFA, is the Chief Investment Officer at Aspen Wealth Management, where he provides clients with comprehensive financial planning. Additionally, he is responsible for research, trading, portfolio monitoring, and alternative investments such as private equity, credit, and real estate for the firm, while also leading the investment committee to determine portfolio asset allocations, security selection, and risk management measures.

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