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Government Shutdowns & AI – Quarterly Market Update – Q3 2025

RUNTIME: 1:11:40

In our Q3 Quarterly Market Update webinar, our Chief Investment Officer, Nathan Davis, CFA, CFP®, reviews what impacted markets last quarter, how our portfolios responded, and discusses some possibilities for markets and our economy in the near future. We also look at the government shutdown and how that affects the markets.

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  • What impacted the markets last quarter
  • The possible effects of government shutdown on the markets
  • Asking the question, "is AI in a bubble?"

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.

Jim Davis, CFP®

CMO, Senior Wealth Advisor
Jim Davis, CFP®, joined Aspen as a Senior Wealth Advisor in 2021. In this role, he provides comprehensive financial planning. He develops strategies for clients that address their financial, investment, insurance, tax, and estate planning needs, with particular expertise in serving the unique challenges of small business owners. In 2025, Jim’s drive for growth led to his appointment as CMO, following his tireless efforts and collaboration in coordinating the firm’s marketing strategy.

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