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
August 3rd. 2026
Weekly Market Insights | August 3rd, 2026Stocks Rally After Fed Hold Stocks pushed through another volatile summer week as diverging Q2 corporate reports and the Fed's rate decision whipsawed prices. The Standard & Poor’s 500 Index rose 1.05 percent, while the...
July 27th, 2026
Weekly Market Insights | July 27th, 2026Earnings Season Arrives; Investors Take a Breath Stocks ended last week down as Q2 corporate results, Middle East developments, and the chips trade took investors for a choppy ride. The Nasdaq Composite Index was under the most...
July 20th, 2026
Weekly Market Insights | July 20th, 2026Inflation Retreats; Chips Stumble Stocks fell last week as the chip-stock trade entered a selloff phase, despite upbeat news on inflation. The Standard & Poor’s 500 Index fell 1.55 percent, while the Nasdaq Composite Index...
July 13th, 2026
Weekly Market Insights | July 13th, 2026Chip Rally Lifts the Week Stocks largely advanced over a V-shaped week as the AI trade, led by chip stocks, pushed the S&P 500 and Nasdaq averages higher amid renewed conflict. The Standard & Poor’s 500 Index rose 1.23...
July 6th, 2026
Weekly Market Insights | July 6th, 2026Markets Close Quarter Strong, Shrug Off Weak Jobs Report. Markets notched a solid gain over a shortened trading week as investors cheered ongoing diplomatic efforts in the Middle East. The Standard & Poor’s 500 Index rose...