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
November 11th, 2024
Weekly Market Insights | November 11th, 2024Stocks Surge Post-Election; Fed Cuts Quarter Point Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled...
November 4th, 2024
Weekly Market Insights | November 4th, 2024Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. The Standard & Poor’s 500 Index fell 1.36 percent,...
October 28th, 2024
Weekly Market Insights | October 28th, 2024Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. The Standard & Poor’s 500 Index fell 0.96 percent, while the Nasdaq...
October 21st, 2024
Weekly Market Insights | October 21st, 2024Sixth Week of Gains on Wall Street Stocks posted modest gains last week, with quarterly earnings season in full swing and the election on the horizon. The Standard & Poor’s 500 Index increased 0.85 percent, while the...
October 14th, 2024
Weekly Market Insights | October 7th, 2924Mixed Data Leaves Investors Anxious Stocks advanced last week despite mixed inflation data, lurching oil prices, and lingering anxiety about the Middle East. The Standard & Poor’s 500 Index gained 1.11 percent, while the...