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
September 29th, 2025
Weekly Market Insights | September 29th, 2025Stocks React to Powell Comments, Potential Government Shutdown Stocks fell last week, buffeted by concerns about stock price valuations and a possible government shutdown. The Standard & Poor’s 500 Index declined 0.31...
September 22nd, 2025
Weekly Market Insights | September 22nd, 2025Fed Cuts Short-Term Interest Rates Stocks posted solid gains last week, propelled by the Fed’s decision to cut short-term interest rates. The Standard & Poor’s 500 Index rose 1.22 percent, while the Nasdaq Composite...
September 15th, 2025
Weekly Market Insights | September 15th, 2025Stocks Rise Ahead of Fed Meeting Stocks posted a solid gain last week, riding a rally in megacap tech stocks while overcoming interest rate anxiety, a downward revision to jobs data, and mixed inflation reports. The...
September 8th, 2025
Weekly Market Insights | September 8th, 2025Megacaps Up, Jobs Decline Stocks made gains last week, even as megacap tech gains outweighed economic concerns. The Standard & Poor’s 500 Index advanced 0.33 percent, while the Nasdaq Composite Index rose 1.14 percent....
September 2nd, 2025
Weekly Market Insights | September 2nd, 2025Investors Step Back Ahead of Holiday Weekend Stocks ended the week slightly lower as mixed economic data led to some profit-taking by investors ahead of the holiday weekend. The Standard & Poor’s 500 Index edged down...