Edward Jones Financial Advisor - Loren P. Winter

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Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/3WwGUY9


A summary of last week's market highlights and economic news.

You have trusted, established client relationships, and we provide high-touch support and customized solutions to best s...
10/26/2026

You have trusted, established client relationships, and we provide high-touch support and customized solutions to best serve your clients.

Learn more about Edward Jones by joining our exclusive Due Diligence Event for experienced Financial Advisors, November 4-6 at New York Marriott Marquis.

Register: https://bit.ly/4AgemRB

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/47viBfy

Interested in growing your practice?Experience Edward Jones firsthand and discover how to take your business to the next...
10/14/2026

Interested in growing your practice?

Experience Edward Jones firsthand and discover how to take your business to the next level.

Join us November 4-6 for our exclusive Due Diligence Event at New York Marriott Marquis.

Register: https://bit.ly/3VPUTbg

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4hH9f6m

Client conversations. Industry knowledge. Licenses earned. Those skills don’t disappear when you consider what’s next—th...
10/07/2026

Client conversations. Industry knowledge. Licenses earned. Those skills don’t disappear when you consider what’s next—they carry forward. The right environment should recognize what you’ve already built. If you’re curious how your experience might translate, let’s start a conversation.

Design how you serve—your planning approach, your pace, your tools. Partnership when you want it, freedom when you need ...
10/07/2026

Design how you serve—your planning approach, your pace, your tools. Partnership when you want it, freedom when you need it. Interested? Message me.

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consum...
10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4hPNAIa

Learn more https://bit.ly/4xUEUpB I can help you explore key considerations that come with executive compensation and co...
10/02/2026

Learn more https://bit.ly/4xUEUpB I can help you explore key considerations that come with executive compensation and complex wealth.

Learn more https://bit.ly/3W2cPzm Long-term financial success starts with intentional planning. I can help you consider ...
10/01/2026

Learn more https://bit.ly/3W2cPzm Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities.

Address

9710 NE 119th Way
Kirkland, WA
98034

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 2pm

Telephone

+14258210285

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