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.

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.

Helpful Videos

Weekly Economic Updates

January 8, 2024

  Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. New Year Blues Stocks got...

January 1, 2024

Weekly Market Insights: S&P Ends 2023 Up 24% Stocks posted a slight gain last week amid a shortage of news and light holiday trading. The Dow Jones Industrial Average gained 0.76%, while the Standard & Poor’s 500 added 0.49%. The Nasdaq Composite index...

December 25, 2023

Weekly Market Insights : Investors Boost Stocks Ahead Of Holiday Week Investor optimism and fears of missing out on future gains propelled stocks higher in the last full week of trading before year-end. The Dow Jones Industrial Average added 0.22%, while the Standard...

December 18, 2023

Weekly Market Insights : Stocks Rally On Fed, Inflation News Markets reacted positively last week to cooler inflation and the idea of potential rate cuts next year, adding to the gains of the market’s year-end rally. The Dow Jones Industrial Average rose 2.92%, while...

December 11, 2023

Weekly Market Insights: Stocks Spark Late Week Rally A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began. The Dow Jones Industrial Average was flat (+0.01%), while the Standard & Poor’s 500 gained...

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Happy Valley Financial Services