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  • Seattle WA - AGN44
    2236 32nd Ave W Ste A Seattle, WA 98199 T: 206.556.3689 F: 206.212.3868
    Map and Directions Map and Directions
  • Mortenson Financial Services
    223 S Glendora Ave Ste 103 Glendora, CA 91741 T: 206.556.3689 F: 206.212.3868
    Map and Directions Map and Directions
Mortenson Financial ServicesMortenson Financial Services
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How the timing of key policy moves is shaping our outlook
6/6/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Duration – Current income opportunities
6/2/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Read
Read
Political noise continued to dominate headlines in May
6/2/2025
Tariff policies and tax and spending legislation provided plenty of fodder for markets to digest.
Markets & Investing
Summer storylines to keep an eye on
5/30/2025
Raymond James Chief Investment Officer Larry Adam highlights that trade tensions, along with the tax and spending bill, will be top of mind for market participants.
Markets & Investing
The long-term outlook for tariffs remains unclear
5/30/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Summer market signals: tariffs, tax cuts and Treasury yields
5/23/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Tailored lending: A strategic tool for sophisticated individuals

Customization that serves the multifaceted needs of private wealth.

Markets & Investing
Read
Growing U.S. debt – trouble ahead?
5/19/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Market turnaround raises question: Where do we go from here?
5/16/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
A universe of potential opportunity lies beyond the public markets
Technology and trends have made individual investors an important part of the private market.
Markets & Investing
How does the US-China trade truce impact our market and economic views?
5/14/2025
The 90-day reduction on tariffs between the US and China is a positive development, but some questions remain.
Markets & Investing
Sophisticated wealth management
Always here for you
Mortenson Financial ServicesMortenson Financial Services
  • 2236 32nd Ave W Ste A Seattle, WA 98199
  • T 206.556.3689
  • F 206.212.3868
  • Map & Directions
  • Map & Directions
  • 223 S Glendora Ave Ste 103 Glendora, CA 91741
  • T 206.556.3689
  • F 206.212.3868
  • Map & Directions
  • Map & Directions
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Mortenson Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

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