Why You Should Attend:

This presentation will provide a snapshot of where we are within the U.S. economy, using charts & visuals.  We will also explore how the capital markets have historically behaved during high-interest rate environments, as well as during election years.       

Three CPE Learning Objectives:

1. Learn about the role of the Fed in setting Interest Rates and all the factors that go into the decisions.
2. Key indicators about recessions and we'll discuss whether we are heading into another one this year.
3. Understand how companies and individuals should invest during election years.

CPE: 1 hour
Level: Basic
Prerequisites: None

Tim Watson, CFP®, AIF®, Partner, EverOak Wealth

Tim 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.