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.

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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

December 16th, 2024

Weekly Market Insights | December 16th, 2024Mixed Data, Mixed Results. Stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data. The Standard & Poor’s 500 Index slipped 0.64 percent, while the Nasdaq...

Weekly Market Insights | December 9th, 2024

Weekly Market Insights | December 9th, 2024Markets Mixed; Jobs Back on Track Stocks were mixed during the first trading week of December. Technology stocks led, while the widely followed Dow Jones Industrial Average struggled.  The tech-heavy Nasdaq Composite Index...

December 2nd, 2024

Weekly Market Insights | December 2nd, 2024Solid Gains for Thanksgiving Week Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology...

November 25th, 2024

Weekly Market Insights | November 25th, 2024Pre-Holiday Optimism Lifts Markets Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates.  The Standard & Poor’s 500 Index rose 1.68...

November 18th, 2024

Weekly Market Insights | November 18th, 2024Rally Loses Steam; Fed Weighs Move Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. The Standard & Poor’s 500 Index fell 2.08 percent, while...

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Happy Valley Financial Services