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  • Raymond James Financial Srvcs
    2236 32nd Ave W Ste A Seattle, WA 98199 T: 206.556.3689 F: 206.212.3868
    Map and Directions Map and Directions
  • Seattle WA - AGN44
    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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May review: Tech earnings drive markets despite macro uncertainty
5/29/2026
S&P 500 index extends positive return streak to eight weeks.
Markets & Investing
Where did all the teen summer jobs go?
5/29/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
Read
Cordially divided: the joy of prenups as planning tools
As prenuptial agreements become more normalized, it’s time to recognize them as the long-term planning tools they’ve always been.
Estate & Giving
Social Security survivor benefits: 6 things to remember
Understanding how Social Security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity
Housing market 2026: frozen, not broken
5/22/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
Living history: The power of presence
Finding purpose and pleasure through docentry.
Family & Lifestyle
Watch Video
Updated S&P 500 target: three key drivers
5/20/2026
Raymond James Chief Investment Officer Larry Adam discusses the key drivers behind the updated year-end S&P 500 target.
Markets & Investing
Read
Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
Inflation: Is this time different?
5/15/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving
Sophisticated wealth management
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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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