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
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,...
January 6th, 2025
Weekly Market Insights | January 6th, 2025Stocks Decline Slightly as New Year Dawns Stocks edged lower last week despite a powerful end-of-week rally. The Standard & Poor’s 500 Index lost 0.48 percent, while the Nasdaq Composite Index slid 0.51 percent. The Dow...
December 30th, 2024
Weekly Market Insights | December 30th, 2024Holiday Spending Up Stocks notched a slight gain over the holiday week. A tech-driven rally in the first half of the week was clawed back in the second half as investors took profits following the market holiday. The...
December 23rd, 2024
Weekly Market Insights | December 23rd, 2024Powell Signal Leaves Investors Cold Stocks were under pressure last week as the Fed Chair's hawkish comments unsettled investors ahead of the holiday season. The Dow Jones Industrial Average received the hardest hit, falling...