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
February 13, 2023
Mixed Feelings And Mixed Earnings Presented by Happy Valley Financial Services Stocks drifted lower as a week of mixed earnings reports and resurgent worries over Fed monetary policy dragged on investor sentiment. The Dow Jones Industrial Average slipped 0.17%, while...
February 6, 2023
Powell: Inflation Heading In The Right Direction Presented by Happy Valley Financial Services Stocks were mixed last week following better-than-expected corporate reports and increasing optimism over a slowdown in interest rates. The Dow Jones Industrial Average edged...
January 30, 2023
Earnings And Data Tell Two Different Stories On Near Future. Presented by Happy Valley Financial Services Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data. The Dow Jones Industrial Average...
January 23, 2023
Mixed Results Following Weak Economic Data Presented by Happy Valley Financial Services Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season. The Dow Jones...
January 17, 2023
Weekly Market Insights: Inflation Cools, Stocks Warm Up Presented by Happy Valley Financial Services Stocks rallied last week thanks to fresh confirmation of inflation’s cooling trend and growing optimism that an inflation slowdown may provide the Fed with space to...