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 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...
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...