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
May 27th, 2025
Weekly Market Insights | May 27th, 2025Markets Cringe At Returned Tariff Talk Stocks moved lower last week as fiscal fears and fresh tariff threats loomed over market sentiment. The Standard & Poor’s 500 Index fell 2.61 percent, while the Nasdaq Composite Index...
May 19th, 2025
Weekly Market Insights | May 19th, 2025U.S./China Tariff Truce Tames Markets Stocks roared higher last week, powered by upbeat trade news and tame inflation reports. The Standard & Poor’s 500 Index rose 5.27 percent, while the Nasdaq Composite Index spiked 7.15...
May 12th, 2025
Weekly Market Insights | May 12th, 2025Fed Talk Calms Volatility for the Week Stocks were mixed last week as volatility dropped despite ongoing trade concerns and the Federal Reserve's update on short-term rates. The Dow Jones Industrial Average added 0.16 percent,...
May 5th, 2025
Weekly Market Insights | May 5th, 2025Positive Indicators Lift Stocks into May Stocks pushed higher last week as investors cheered the White House’s constructive comments on trade, upbeat Q1 corporate reports, and an encouraging jobs report. The Standard & Poor’s...
April 28th, 2025
Weekly Market Insights | April 28th, 2025Markets React to Positive Trade Talk Stocks pushed higher last week, spurred by the White House's reassuring comments that progress was being made with trade talks. The Standard & Poor’s 500 Index gained 4.59 percent, while...