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

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...

August 21, 2023

Weekly Market Insights: Stocks Weather Summer Storm Of News And Indicators Presented by Happy Valley Financial Services Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment. The Dow Jones...

August 14, 2023

Weekly Market Insights: Summertime Blues For The Markets Presented by Happy Valley Financial Services Positive inflation data failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment. The Dow Jones...

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Happy Valley Financial Services