Edward Jones-Financial Advisor: Jennifer Parker

07/18/2026

After a strong rally earlier this year, we are seeing a pullback in U.S. AI-related areas, like semiconductors, while cyclical and defensive sectors are leading more recently.

How did the markets perform this week? Get the highlights and the latest economic news.

07/17/2026

Our latest Monthly Portfolio Brief recaps the month of June, highlighting market performance across asset classes and sectors, making sense of market returns despite ongoing geopolitical risks and inflationary pressures, and discusses our latest portfolio construction guidance.

Read the full review and if you have questions about what it means for your portfolio, let's talk. Book a call with me today.

Learn more about your portfolio’s performance, and check out our recommendations for disciplined investors.

07/16/2026

💍 Congratulations! You’ve booked the venue, chosen the dress, and picked the flowers.

But have you talked about your financial goals yet?

With engagement parties, fittings, and seating charts, it’s easy for financial conversations to fall to the bottom of the list. And that’s completely understandable, wedding planning is exciting.

Still, money is one of those topics that can quietly shape a relationship over time. Starting the conversation early can help you build clarity, confidence, and a strong foundation together.

Because planning for your future is just as important as planning for the big day.

👉 I can help guide these conversations and support you as you start this next chapter — together.

It's important to discuss your finances and long-term goals with your significant other.

07/16/2026

For many people, saving for retirement is a given. But strategically planning for it is a different story.

This starts with imagining what your retirement might look like.

🏡 Will you stay in your current home or downsize?

✈️ Will travel be a priority?

🎯 What hobbies, activities or experiences matter most to you?

Your future lifestyle will have a significant impact on your future spending needs.

The goal isn't to predict every expense perfectly. It's to develop a realistic vision of the retirement you want and begin planning accordingly.

Want help fine-tuning your retirement wealth strategy? Please get in touch and let’s review your plan together.

07/15/2026

Asset location is an important part of building and maintaining a thoughtful financial strategy. It focuses on where investments are held across different account types and how those choices affect taxes over time with the goal of maximizing after-tax returns.

This approach does not change your goals, your asset allocation, or your risk level. Instead, it helps ensure your investments, accounts, and tax considerations are working together efficiently.

As your Edward Jones financial advisor, my role is to help you make informed, well-coordinated decisions and revisit them as your life and priorities evolve.

Where you hold your assets could have an impact on tax treatment.

07/14/2026

Owning U.S. property as a Canadian comes with tax considerations that are easy to overlook. From time spent in the U.S. to rental income, estate taxes, and sale proceeds, there are multiple rules that can affect your overall financial picture. Understanding these key areas can help you avoid surprises and plan more confidently, whether you already own property or are considering buying.

👉 Reach out to me, and I can help you understand these tax considerations and work with cross border tax professionals to support informed decisions.

💡 Edward Jones, its employees and financial advisors do not provide tax or legal advice. Consult a qualified tax or legal professional regarding your personal situation. This content is for informational purposes only.

Interested in snowbirding south? See the tax implications of purchasing or selling property in the U.S.

07/13/2026

Financial planning is often misunderstood.

It is not a product, a one-time document, or simply choosing investments. Real financial planning is about designing a life you truly want to live and understanding how your money can support that.

The process starts with your goals, priorities, and values, not the markets. From there, financial planning brings together multiple components, including:

• Cash flow and day-to-day decisions
• Protection strategies
• Tax considerations
• Retirement planning
• Estate considerations
• Investments

Financial planning is ongoing and adaptive. It evolves as your life changes, helping you prepare for the future.

Reach out and I can help bring these pieces together in a thoughtful, coordinated way so your plan continues to reflect what matters most to you.

07/11/2026

Geopolitics remain a source of volatility following renewed U.S.-Iran tensions.

How did the markets perform this week? Get the highlights and the latest economic news.

07/09/2026

Getting married or becoming common law does not require having everything figured out right away but it's important to be thoughtful about how you start working together financially.

Early conversations about spending styles, saving priorities, and long-term goals can help set expectations and build trust. It is less about agreeing on every detail, and more about understanding how decisions will be made as a couple.

Financial planning can help create shared structure, so each person feels heard and informed as life evolves. Starting with alignment can make future choices feel less stressful and more collaborative.

👉 Reach out and I can help you start these conversations and build a plan that reflects both partners.

It's important to discuss your finances and long-term goals with your significant other.

07/09/2026

The most effective estate plans don’t just focus on documents, assets, or who gets what. They also consider the people entrusted with important responsibilities.

Family financial and estate planning meetings can help ensure that key individuals understand their responsibilities before they're called upon to act.

For example:
● Does your executor know they've been chosen?
● Does your power of attorney understand your wishes?
● Do the people you've selected know where important information can be found?

That's often just as important as having the documents themselves in place.
If you're considering a family estate planning meeting, I can help you develop an approach that aligns with your needs. Let’s connect.

Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice. Please consult appropriate tax, legal and insurance professionals regarding your circumstances.