Geopolitics, Inflation, and Volatility – Quarterly Market Review Q1 2026

RUNTIME: 48:08

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.

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.
Troy Fore, CFP®, Senior Financial Planning Associate

Troy Fore, CFP®

Director of Client Engagement
Troy Fore, CFP®, joined Aspen Wealth Management as a Senior Financial Planning Associate in 2023. An experienced professional with a background in investment, risk management, tax planning, and estate and legacy planning, Troy is dedicated to serving his clients.

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