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
August 7, 2023
Weekly Market Insights: Stocks Raise White Flag To Bad News Presented by Happy Valley Financial Services Stocks retreated last week as bond yields increased following the Treasury's announcement indicating “a larger-than-expected funding need” and a downgrade in the...
July 31, 2023
Weekly Market Insights: Stocks Jump After Inflation Gauge Cools Presented by Happy Valley Financial Services A Friday surge pushed stocks solidly into positive territory last week, ignited by cooling in an inflation gauge closely tracked by the Federal Reserve. The...
July 24, 2023
Weekly Market Insights: Stocks Advance And Retreat On Mixed News Presented by Happy Valley Financial Services Stocks moved to the rhythm of earnings season last week, initially rising on positive earnings surprises and faltering later in the week on key earnings...
July 17, 2023
Weekly Market Insights: Bad News For Bears; Good News Buoys Markets Presented by Happy Valley Financial Services Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower bond...
July 10, 2023
Weekly Market Insights: Stocks Stumble With CPI On Deck Presented by Happy Valley Financial Services Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading. The Dow Jones Industrial Average lost 1.96%, while the Standard...