Markets rarely move in a straight line, and the first quarter of 2026 was a clear reminder of that. In this quarterly market review, Aspen Wealth Management Partner and Chief Investment Officer Nathan Davis walks through what drove market volatility during Q1, why the underlying economy remained more resilient than the headlines suggested, and what it all means for your portfolio going forward.
From shifting Federal Reserve expectations to the role of energy prices in inflation, Nathan breaks down a complex quarter in plain language. More importantly, he connects it all back to the principles that guide long-term investing: staying diversified, remaining disciplined, and not letting short-term uncertainty pull you off course.