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
September 8th, 2026
Weekly Market Insights | September 8th, 2026Mixed Week for Markets, Mixed Signals from Fed Stocks were mixed last week as markets continued to navigate geopolitical concerns and new signals about short-term interest rates. The Standard & Poor’s 500 Index edged up...
August 31st, 2026
Weekly Market Insights | August 31st, 2026Stocks Upbeat on AI; Warsh: "Less is More." Stocks rebounded last week as falling bond yields and upbeat AI-related corporate reports rekindled positive market sentiment despite the Fed Chair’s slightly hawkish speech. The...
August 24th, 2026
Weekly Market Insights | August 24th, 2026Stocks Slip; Attention Shifts to Bonds Stocks declined last week as global investors fretted about oil-supply-induced inflation. The Standard & Poor’s 500 Index declined 1.43 percent, while the Nasdaq Composite Index slid...
8.17.2026
Weekly Market Insights | August 17th, 2026 Inflation Cools Again; S&P Up Third Week Stocks were mixed over a sleepy summer week, as cooling inflation lifted markets while sluggish retail sales nipped at investor sentiment. The Standard & Poor’s 500 Index added...
August 10th, 2026
Weekly Market Insights | August 10th, 2026Stocks Have Best Week in Four Months Stocks bolted ahead last week as investors cheered the last big week of Q2 corporate reports and a Friday jobs update that put the spotlight on the Fed's next move with short-term rates....