Client Resources

Resources

Tax Summary 2026

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.

Helpful Videos

Weekly Economic Updates

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....

August 3rd. 2026

Weekly Market Insights | August 3rd, 2026Stocks Rally After Fed Hold Stocks pushed through another volatile summer week as diverging Q2 corporate reports and the Fed's rate decision whipsawed prices. The Standard & Poor’s 500 Index rose 1.05 percent, while the...

July 27th, 2026

Weekly Market Insights | July 27th, 2026Earnings Season Arrives; Investors Take a Breath Stocks ended last week down as Q2 corporate results, Middle East developments, and the chips trade took investors for a choppy ride. The Nasdaq Composite Index was under the most...

July 20th, 2026

Weekly Market Insights | July 20th, 2026Inflation Retreats; Chips Stumble Stocks fell last week as the chip-stock trade entered a selloff phase, despite upbeat news on inflation. The Standard & Poor’s 500 Index fell 1.55 percent, while the Nasdaq Composite Index...

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Happy Valley Financial Services