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

January 20th, 2026

Weekly Market Insights | January 20th, 2026Powell Keeps Cool in the Hot Seat Stocks ended last week with modest losses after a volatile five days of market-moving economic data, geopolitics, and Fed drama. The Standard & Poor’s 500 Index slid 0.38 percent, while...

January 12th, 2026

Weekly Market Insights | January 12th, 2026Santa Brings Joy for the DJIA Stocks posted solid gains in an action-packed week of market-moving economic data, geopolitical news, and bullish new year sentiment. The Standard & Poor’s 500 Index gained 1.57 percent,...

January 5th, 2025

Weekly Market Insights | January 5th, 2026Santa Rally in Holding Pattern Stocks trended lower last week amid signs of year-end profit-taking and some sour investor sentiment over the Fed meeting minutes. The Standard & Poor’s 500 Index fell 1.03 percent, while the...

December 29th, 2025

Weekly Market Insights | December 29th, 2025Santa Arrives on Wall Street Stocks delivered for investors last week as positive economic data and bullish holiday cheer powered the start of a “Santa Claus rally” past consumer bah humbug sentiment. The Standard &...

December 22nd, 2025

Weekly Market Insights | December 22nd, 2025Jobs Data Delivers Bumpy Week Stocks posted a slight gain last week as mixed jobs data triggered some selling pressure before a cooling inflation report helped stocks recover. The Standard & Poor’s 500 Index inched ahead...

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Happy Valley Financial Services