Client Resources
Resources
Are you curious about life insurance? Click here to be covered in minutes with out talking to a pesky life insurance agent or without taking those pesky paramed exams.
Are you new to comprehensive financial planning? Here: What we do is a guide to how we interact with our clients.
Are you looking for financial advice but aren’t sure you have enough money saved to start investing? Check out our monthly subscription models.
Are you looking for an outline of things to bring along to our first meeting? Check out our financial review checklist.
Banking and Lending services offered through Timberland Federal Credit Union.
Are you new to financial planning? Check out our Financial Planning 101 Guide.
Are you or a loved one worried about what will happen when you are gone? Our Survivor’s Guide will help you put all of your important information in one place.
Are you curious as to what we can help you with? Check out our one page guide on what we can help you with.
Weekly Economic Updates
November 9th, 2026
Weekly Market Insights | November 9th, 2026Volatile Week Ends on Positive Note Stocks declined over an unusually volatile week as midterm results shifted control of Congress and markets responded. The Standard & Poor’s 500 Index declined 2.68 percent, while the...
October 26th, 2026
Weekly Market Insights | October 26th, 2026 Challenging Week for Tech Stocks Markets were mixed last week, though persistent pressure on technology stocks made the week feel more challenging for some investors. The Standard & Poor’s 500 Index lost 0.47 percent,...
October 19th, 2026
Weekly Market Insights | October 19th, 2026Tech Under Pressure After Hot Inflation Reports Stocks were under pressure last week as corporate earnings results, rising oil prices, and AI valuation anxieties unsettled investors. The Standard & Poor’s 500 Index lost...
October 12th, 2026
Weekly Market Insights | October 12th, 2026Wall Street Finishes Strong in Complicated Week Stocks ended last week higher after an up-and-down week where a kitchen sink of economic, geopolitical, and AI-related events competed for investors’ attention. The Standard...
October 5th, 2026
Weekly Market Insights | October 5th, 2026 Nasdaq Record, Jobs Report Face Off in Mixed Week Stocks ended last week mixed as a tug-of-war between strong economic data, cooler job growth, and decades-high Treasury yields played out. The Standard & Poor’s 500 Index...