This presentation will provide a snapshot of how things look within the US & Global Economy, through the use of charts & visuals.  We will also explore ideas around investing through uncertain times, and how to position portfolios for long-term growth potential. 

1. Economic policy impacts on the global markets
2. Investing during uncertain times
3. Portfolio strategies for the current environment

Tim Watson has spent his entire career within the world of investment management and financial planning, since graduating Magna Cum Laude from The Ohio State University with a degree in Finance in 2002. As the son of a mother who taught special education in the Ohio school system and a father who worked 40+ years for the Goodyear Tire & Rubber Company, hard work and Midwestern values were non-negotiable traits.  Upon their departure from Ohio in 2005, Tim and his wife, Katie, made the 1,200 mile trek west to plant new roots in Colorado. They’ve since added four native Coloradans to the clan: Lauren, Luke, Elise & Audrey. Outside of the EverOak office, you’ll find Tim mountain biking Colorado’s world-class singletrack, coaching lacrosse, and cheering loudly (and embarrassingly, according to his girls) for his kids volleyball and basketball teams.

Josh Schneider has taken pride in working with employer-sponsored retirement plans since 2005. His optimistic attitude and drive towards successful results have created lasting value for both plan sponsors and their plan participants. Josh ventured away from his hometown of Longmont, Colorado, to attend the University of Colorado at Colorado Springs in 2000. Upon graduation, he launched into his professional career in the finance industry with T. Rowe Price, working across multiple divisions & roles before joining our team.  Josh and his wife, Joell, are proud parents of three amazing children (Anna, Sam, and Daniel). The Schneider family spends much of their time in the Colorado outdoors – hiking, golfing, and BBQ’ing as often as possible with family and friends.