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
March 16th, 2026
Weekly Market Insights | March 16th, 2026 Markets Weather New Middle East Conflict Stocks logged a third-straight down week as investors digested the latest news out of the Middle East, navigated more volatility, and mulled the latest economic data. The Standard &...
March 9th, 2026
Weekly Market Insights | March 9th, 2026Markets Weather New Middle East Conflict Stocks fell last week as investors assessed the implications of a fresh Middle East conflict while digesting mixed reports on the jobs market. The Standard & Poor’s 500 Index fell...
March 2nd, 2026
Weekly Market Insights | March 2nd, 2026AI Report, Inflation Provoke Rocky Week Stocks fell last week amid concerns about artificial intelligence (AI) and a warmer-than-expected reading of wholesale inflation. The Standard & Poor’s 500 Index fell 0.44 percent,...
February 23rd. 2026
Weekly Market Insights | February 23rd, 2026Supreme Court Rules Against White House Tariffs Stocks ended a choppy four-session run in the green, with tech-led momentum earlier in the week prevailing over news of a slowing economy, sticky inflation, and geopolitical...
February 17th, 2026
Weekly Market Insights | February 17th, 2026 AI Impact Concerns Grow on Wall Street Stocks fell last week as investors reacted to mixed economic data and concerns over signs of broadening AI disruption of business models. The Standard & Poor’s 500 Index fell 1.39...