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
September 25, 2023
Weekly Market Insights: Stocks End Summer With Gloomy News Presented by Happy Valley Financial Services Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. The Dow Jones Industrial...
September 18, 2023
Weekly Market Insights: Stocks Stand Still, Awaiting Fed Presented by Happy Valley Financial Services Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. The Dow Jones Industrial Average gained 0.12%, while the...
September 11, 2023
Weekly Market Insights: Will The Fed Raise Interest Rates? Presented by Happy Valley Financial Services Concerns that the Fed may raise interest rates soured investor sentiment, sending stocks lower in a holiday-shortened trading week. The Dow Jones Industrial Average...
September 4, 2023
Weekly Market Insights: September Stocks Open In Positive Territory Presented by Happy Valley Financial Services Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. The Dow Jones Industrial Average advanced 1.43%, while the Standard...
August 28, 2023
Weekly Market Insights: Stocks Retreat; Powell Talk Goes Hawk Presented by Happy Valley Financial Services Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary...