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
May 18th, 2026
Weekly Market Insights | May 18th, 2026Inflation Bites, But Wall Street Bites Back Stocks were mixed last week as investors fretted over hot inflation reports, which offset the move in chipmaker stocks. The Standard & Poor’s 500 Index rose 0.13 percent, while the...
May 11th, 2026
Weekly Market Insights | May 11th, 2026Stocks Rise with Upbeat News Stocks rose last week as peace talks picked up while investors cheered better-than-expected economic news and Q1 corporate results. The Standard & Poor’s 500 Index advanced 2.33 percent, while the...
May 4th, 2026
Weekly Market Insights | May 4th, 2026S&P, Nasdaq Have Best Month in 5 Years Stocks advanced last week as investors moved past stalled progress in Middle East peace talks and refocused on corporate earnings. The Standard & Poor’s 500 Index rose 0.91 percent,...
April 27th, 2026
Weekly Market Insights | April 27th, 2026 Mixed Week After Ceasefire Stocks were mixed last week as investors gauged potential outcomes of the Middle East conflict amid an ongoing ceasefire. The Standard & Poor’s 500 Index rose 0.55 percent, while the Nasdaq...
April 20th, 2026
Weekly Market Insights | April 20th, 2026Records Fall as S&P 500 Tops 7,100 Stocks rallied last week as investor enthusiasm built for an end to the war in the Middle East and hopes of a resumption of normal global trade. The Standard & Poor’s 500 Index rose...