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
July 1st, 2024
Weekly Market Insights: Mixed Message From Fed Chair, Governor Presented by Happy Valley Financial Services Stocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data. The Standard & Poor’s 500 Index slipped 0.08%,...
June 24th, 2024
Weekly Market Insights: Stocks Rise Modestly Over Short Trading Week Presented by Happy Valley Financial Services Stocks edged higher over the four trading days last week, with the three major averages taking turns leading based on various economic and artificial...
June 17th, 2024
Weekly Market Insights: Market Enjoys Gains, Reacting To Major Reports Presented by Happy Valley Financial Services Stocks notched a solid gain last week, driven by the Fed’s decision, May's inflation report, and Apple’s AI-related news. The Standard & Poor’s 500...
June 10, 2024
Weekly Market Insights: Solid Week Despite Mixed Reports Presented by Happy Valley Financial Services Stocks rose last week despite conflicting stories from economic reports. The Dow Jones Industrial Average inched up 0.29 percent while the Standard & Poor’s 500...
June 3, 2024
Weekly Market Insights: Stocks Sag On Downbeat Economic Indicators Presented by Happy Valley Financial Services Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors. Stocks Slide Markets shrugged off...