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
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...
September 28th, 2026
Weekly Market Insights | September 28th, 2026Stocks Advance; Investors' Attention on What's Next. Stocks advanced last week as the broad market looked past inflationary pressures and focused on falling oil prices, declining bond yields, and ongoing diplomatic efforts...
September 21st, 2026
Weekly Market Insights | September 21st, 2026 Fed Ups Rates; Investors Ponder AI, Oil Stocks ended last week mixed as investors navigated the Fed’s rate decision, Treasury yields, oil prices, and the volatile AI trade. The Standard & Poor’s 500 Index declined 0.09...
September 14th, 2026
Weekly Market Insights | September 14th, 2026CPI Holds Steady; Investors Await Fed Action Stocks fell over a shortened trading week as higher oil prices rattled investors. The Standard & Poor’s 500 Index declined 0.80 percent, while the Nasdaq Composite Index...