Free Consultation

Q3 2024 – Quarterly Market Update

RUNTIME: 1:00:35
Share +

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

  • Discuss and review what impacted the markets last quarter
  • Review 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.

View Our On Demand Webinar

Get Your Free Consultation

Fill in your details and our team will be in touch about a free second opinion on your portfolio.

Planning is Our Purpose

Free Consultation
Call Our Team
Email Us

Our Services

About Us

Resources

Locations

Fort Worth Office
4200 S. Hulen,
Ste. 422
Fort Worth, TX 76109

Southlake Office
1110 N. Kimball Ave.
Suite 120,
Southlake, TX 76092

Get in Touch

Linkedin-in Facebook-f Youtube Instagram

Our Insights Straight to Your Inbox

Legal
Related articles on wealth management
Copyright © 2024 Aspen Wealth Management
Schedule A Free Consultation
Please provide your information and submit this form. Our team will be in touch with you shortly.