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

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...

February 9th, 2026

Weekly Market Insights | February 9th, 2026Roller Coaster Week Leads Dow to Milestone Stocks were mixed last week, with broad gains on Monday and Friday bookending midweek selling pressure as investors digested earnings results from more than 100 S&P 500...

February 2nd, 2026

Weekly Market CommentaryFebruary 2nd, 2026Week in Review... Economic data released last week suggested mixed growth, with strengthening activity signals contrasting sharply with weaker consumer confidence, persistent producer level inflation, and a Fed meeting that...

January 26th, 2025

Weekly Market Insights | January 26th, 2026Markets Await Q4 Reports Markets ended a short but eventful week slightly lower amid geopolitical tensions and fresh tariff threats. However, constructive economic news appeared to buoy spirits as the week progressed. The...

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...

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Happy Valley Financial Services