Edward Jones - Financial Advisor: Sonny Equila-Liu

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Edward Jones - Financial Advisor: Sonny Equila-Liu Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC

Grateful for the opportunity to teach young minds at Hawaii Technology Academy about investing and the power of building...
10/29/2026

Grateful for the opportunity to teach young minds at Hawaii Technology Academy about investing and the power of building a brighter financial future. 🌱💛📈

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
10/27/2026

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/4if5R1y


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

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/4yozXpj

Over the past 2.5 years at Edward Jones, I've gone through a lot of changes, both professionally and personally. One of ...
10/15/2026

Over the past 2.5 years at Edward Jones, I've gone through a lot of changes, both professionally and personally. One of the biggest changes has been making my health a priority.

After some encouragement from clients, colleagues, friends, and family, I finally decided to update my professional photos following my weight-loss journey. While the photos show a physical change, they also represent the commitment, discipline, and consistency that went into getting there.

As someone who talks about financial planning every day, I've realized there are a lot of similarities between physical health and financial health. Neither happens overnight. Both require a plan, good habits, patience, and a long-term mindset. And you don't have to do it alone with the help of your trusted advisor.

We often think of wealth in terms of dollars and cents, but true wealth is much broader than that. It also includes our health, our relationships, our purpose, and our ability to enjoy the life we've worked so hard to build. As I do in financial planning, we most plan holistically and factor in all aspect of your life to build a meaningful plan.

This journey has reminded me that investing in yourself can be one of the most important investments you make. There are many dimensions to wealth, and health is certainly one of them.

Here's to continuing to grow, improve, and invest in what matters most.
Wherever you are in your journey, know that I'm here for you.

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/47LIcB0

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/4yxSh0f

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI invest...
09/28/2026

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI investment and robust economic growth. In this evolving environment, higher interest rates are creating new opportunities in fixed income while shifting market leadership across equities.

Senior Economist James McCann shares his perspective on how investors can navigate today's higher-rate environment in the latest Weekly Market Wrap: https://bit.ly/4huqqGN

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an ...
09/22/2026

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an initial market reaction, resilient economic growth, strong corporate earnings and continued consumer spending could help support equities, even if interest rates move somewhat higher. Meanwhile, higher short-term bond yields may create new opportunities for investors seeking income.

Brian Therien, Investment Strategist, shares his perspective on what a more hawkish Fed policy could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4ApyMIq

Rising oil prices and a hotter-than-expected CPI report have strengthened expectations for potential Fed rate hikes as w...
09/14/2026

Rising oil prices and a hotter-than-expected CPI report have strengthened expectations for potential Fed rate hikes as we head into what is likely to be the year's most closely watched Federal Reserve meeting.

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on whether this is the start of a longer policy tightening path, and what it could mean for portfolios in the latest Weekly Market Wrap.



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