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
March 17th, 2025
Weekly Market Insights | March 17th, 2025Rough Week for Stocks, with Slight Friday Rally Investors endured another volatile, whipsaw week as ongoing trade talks and White House comments about the economy unsettled investors. The Standard & Poor’s 500 Index...
March 10th, 2025
Weekly Market Insights | March 10th, 2025Tariffs Take Markets for a Wild Ride Stocks continued their slide through a volatile week. U.S. trade policy drove much of the market’s movement, broadening investors' concerns about economic growth and inflation. The Standard...
March 3rd, 3025
Weekly Market Insights | March 3rd, 2025Tariff Talk Returns, Volatility Close Behind Stocks were mixed last week as investor concerns over inflation and trade policy combined to produce another volatile trading week. The Dow Jones Industrial Average rose 0.95...
February 24th, 2025
Weekly Market Insights | February 24th, 2025New Indicators Rattle Investors Stocks fell last week as concerns about sticky inflation and the pace of economic growth rattled investors. The Standard & Poor’s 500 Index declined 1.66 percent, while the Nasdaq...
February 17th, 2025
Weekly Market Insights | February 17th, 2025Markets Advance Amid Volatile Week Stocks advanced last week despite some intra-week volatility as investors showed concern about the economy's strength. The Standard & Poor’s 500 Index gained 1.47 percent, while the...