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
June 22nd, 2026
Weekly Market Insights | June 22nd, 2026U.S.-Iran Agreement Sends Oil Tumbling, Stocks Rising Stocks rose over the shortened trading week as investors digested developments in the Middle East while the Fed held short-term rates steady. The Standard & Poor’s 500...
June 15th, 2026
Weekly Market Insights | June 15th, 2026Peace Talks and Moonshot IPO Rescue the Week Stocks moved higher last week as inflation jitters gave way to investor enthusiasm over Middle East diplomatic efforts and the largest-ever initial public offering (IPO). The Standard...
June 8th, 2026
Weekly Market Insights | June 8th, 2026Markets Stumble, But the Jobs Picture Stays Bright Stocks slumped last week as investors winced over the potential for oil-shock inflation and concerns that strong jobs data could lead to higher interest rates. The Dow Jones...
June 1st, 2026
Weekly Market Insights | June 1st, 2026Inflation Cools, Stocks Soar, Month Ends Strong The post-Memorial Day holiday trading week was short but potent as stocks delivered more record gains while confidence grew that a peace deal would materialize. The Standard &...
May 26th, 2026
Weekly Market Insights | May 26th, 2026Inflation Bites, But Wall Street Bites Back Stocks bounced back last week as enthusiasm for the AI trade continued and rumors of a Middle East peace agreement bolstered investor optimism. The Standard & Poor’s 500 Index...