A key inserted into a smartphone screen on a wooden surface – Representing cybersecurity, data protection, and secure financial planning.

Keeping Your Financial Accounts Cyber-Secure

Cybercrime is on the rise everywhere. In fact, global losses due to cybercrime climbed from $600 billion in 2018 to $1 trillion in 2020. That’s enough to make anyone concerned about the security of their financial accounts. But you don’t …

Young man embracing his smiling elderly parents on a couch – Representing family financial planning, retirement security, and generational wealth management.

It’s Time to Have “The Estate Plan Talk”

Talking with loved ones about estate planning and inheritance can be challenging, especially as it centers around two taboo topics — money and death. But talking with your adult children about their inheritance can provide significant advantages for you and …

Planning Tips & Market Update by Treasure Valley Financial Planning – Expert financial insights and market trends.

Markets & Model Changes – January 2022

I hope this message finds you well! Our investment philosophy is to protect and grow client accounts. With that in mind, one of the market indicators we watch raised some warning signs over the weekend. In an abundance of caution, …

"Bar chart showing S&P 500 intra-year drops and annual performance from 2000 to 2020. Highlights market volatility, with 14 of the last 20 years experiencing 10%+ declines. Source: J.P. Morgan Asset Management.

Is a storm coming?

The stock market got a little crazy last week. Is a storm coming? Let’s take a look at what’s driving markets right now. (Scroll to the end if you just want my takeaways.) A few things are driving the market …

Planning Tips & Market Update by Treasure Valley Financial Planning – Expert financial insights and market trends.

September 2021 | TVFP Planning Tips & Market Update

At Treasure Valley Financial Planning, our goal is to keep you well informed about what we are doing to help navigate the changing markets and provide information on other areas of personal finance you may find helpful.  As always, if …

A Most Curious Market Rally

Why Stocks Have Rebounded in the Face of Historic Unemployment? “I’m glad the S&P 500 has shot up from where we were in March, but I’m concerned over how high the unemployment rate is. How can the market be doing …

Planning Tips & Market Update by Treasure Valley Financial Planning – Expert financial insights and market trends.

Impromptu Market Update 8-15-2019

Dear TVFP Client – Our goal is to keep you well informed about what’s happening in the markets and economy so you’re more in control of your financial future. Here is a brief recap of what has been going on …

Planning Tips & Market Update by Treasure Valley Financial Planning – Expert financial insights and market trends.

August Market Update 8-22-2019

Dear TVFP Client – Our goal is to keep you well informed about what’s happening in the markets and economy so you’re more in control of your financial future. Here is a brief recap of what has been going on …

Planning Tips & Market Update by Treasure Valley Financial Planning – Expert financial insights and market trends.

Impromptu Market Update 8-7-2019

Dear TVFP Client, We wanted to provide you with our updated information regarding the ongoing trade dispute in China, which has caused some recent market volatility. History Starting in mid-2017, President Trump embarked on renegotiating most of the major trade …

Planning Tips & Market Update by Treasure Valley Financial Planning – Expert financial insights and market trends.

July Economic Update

Dear TVFP Client – Our goal is to keep you well informed about what’s happening in the markets and economy so you’re more in control of your financial future. Here is a brief recap of what has been going on …