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
February 10th, 2025
Weekly Market Insights | February 10th, 2025Markets Process Tariff Deals, New Data Stocks posted modest losses last week as tariff deals, January jobs data, and Q4 corporate reports injected volatility into markets. The Standard & Poor’s 500 Index slipped 0.24...
February 3rd, 2025
Weekly Market Insights | February 3rd, 2025Black Swan Casts Shadow Over Wall Street Stocks were mixed last week as investors parsed market-moving news nearly every trading day—from an unsettling AI update to White House news to Q4 corporate reports. The Standard &...
January 25th, 2025
Weekly Market Insights | January 27th, 2025Shifted Policy Gears Rev Markets Stocks rallied last week as investors reacted positively to a handful of better-than-expected corporate earnings reports and developments out of Washington, D.C. The Standard & Poor’s 500...
January 21st, 2025
Weekly Market Insights | January 21st, 2025Goldilocks Returns; Market Ends Week "Just Right." Stocks roared back last week, fueled by upbeat Q4 corporate reports and economic news that stalled inflationary fears. The Standard & Poor’s 500 Index rose 2.91 percent,...
January 13th, 2025
Weekly Market Insights | January 13th, 2025Investors Read Inflation Risk in Job Numbers Stocks fell for the second consecutive week as a round of fresh economic data stoked inflationary fears among investors. The Standard & Poor’s 500 Index declined 1.94 percent,...