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Q2 2025 – Quarterly Market Update

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In our Q2 2025 Quarterly Market Update webinar, our Chief Investment Officer, Nathan Davis, CFA, CFP®, reviews the recent market performance, including:

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  • Reviewing world stock market performance
  • A look at tariffs in theory vs. in reality
  • Answering the most common questions we receive from clients

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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