Edward Jones-Financial Advisor: Sonja M Parker

Edward Jones-Financial Advisor: Sonja M Parker I learn what is most important to you.

Then, I plan a financial strategy based upon your desires and we partner together to fulfill your financial dreams by helping you to plan for the following:

* Retirement *College Funding * Unexpected * Estate /*********/
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Every day, I tell people to question things. Yes, we need to trust that a person is doing the right thing. In our intima...
06/07/2026

Every day, I tell people to question things. Yes, we need to trust that a person is doing the right thing. In our intimate circle we have people we can lean on and we love them for that.

My dad used to say “trust but verify. “ I never knew the impact of that statement. Today, I have friends and family that I trust.

But this applies in so many things such as in our personal relationships , in our business interactions in our financial guidance, in our medical guidance and even in our research through the Internet. I just think we need to trust but verify.

Do you trust, but verify?

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to sh...
06/03/2026

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to share my perspective and discuss potential financial options. Reach out so I can help you navigate what’s next with confidence.

Have you ever asked yourself? How do people who have a lot of money don’t pay taxes or I’ve heard people say that the ri...
06/03/2026

Have you ever asked yourself? How do people who have a lot of money don’t pay taxes or I’ve heard people say that the rich don’t pay taxes is that a rumor or is that true? The fact is everybody pays taxes but have you ever thought about what is tax mitigation?

What does tax mitigation mean?

In plain language:

*It’s about keeping more of your money

*Using rules in the tax code to your advantage

*Making smart financial decisions before taxes are due.

What it includes:

* Using tax advantage account accounts

*Claiming deductions and credits you qualify for

*Timing, income or expenses, (for example,
selling investments in a lower income year)

*Choosing investments that are taxed more favorably, (for example example long-term gains versus short-term gains)

What it is not
It is not tax evasion, which is what a lot of people think

It’s legal, and it just requires intentional planning
It’s such a grand privilege to be able to educate on things that are not widely known

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4wXGnMR

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4e6TLGM

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/4umuZbF

Some days start heavy.Deadlines. Decisions. Responsibilities. People depending on you.And then something simple happens ...
05/16/2026

Some days start heavy.

Deadlines. Decisions. Responsibilities. People depending on you.

And then something simple happens — you sit outside with friends, share a meal, laugh a little longer than expected… and somehow you go home different than you left.

Lighter. Clearer. Stronger.

I’m always reminded that connection isn’t a distraction from our work and leadership — it’s what helps sustain it.

Many of the women I spend time with are business owners, professionals, and leaders carrying a lot behind the scenes. When we pause together, conversations shift from obligations to what really matters:

Family. Health. Purpose. Legacy. Joy.

Sometimes the most productive thing we can do is step away long enough to come back renewed.

Who helps you reset when life gets full?

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate ear...
05/11/2026

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate earnings, a resilient economy and solid labor market data have helped drive equities to new record highs.

Senior Economist James McCann outlines three key trends to watch in the latest Weekly Market Wrap.

https://bit.ly/4dFNHE7

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?Senior Global Inv...
05/04/2026

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?

Senior Global Investment Strategist Angelo Kourkafas breaks down how strong corporate earnings, continued AI investment and a resilient consumer and economy are supporting markets in the latest Weekly Market Wrap.

https://bit.ly/3PjU2g3

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We coul...
05/03/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

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