Edward Jones-Financial Advisor: Donald Storm

03/04/2026

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, flexibility and even benefits for your heirs. Learn why paying taxes now might make a difference later.

Roth contributions could be one of your smartest retirement moveswww.edwardjones.com/us-en

02/27/2026

Tax laws are set to change again in 2026, and these updates could have a real impact on your budget, your long‑term savings strategy and even your charitable giving plans. If you’d like to talk about what these updates might mean for your financial goals, I’m here to help.

In the meantime, you can learn more about these changes here: https://bit.ly/4l2LMwu

01/29/2026

We’re only a month into 2026, and the headlines offer no shortage of geopolitical and policy noise. But with financial markets remaining resilient, Principal, Head of Investment Strategy Mona Mahajan is discussing what 3 factors might be driving these positive returns.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

12/31/2025

It’s a new year, a fresh start. Here’s to the opportunities in the coming year.

12/24/2025

May you experience the good news of Christmas and that you're filled with glad tidings and joy. Wishing you a merry Christmas filled with love and wonder.

12/02/2025

Given the growth in the stock market throughout 2025, you may receive larger capital gain distributions from your mutual funds. Learn what this means for you, and how it might impact your tax return.

11/19/2025

As families gather this time of year, it brings to mind how we can provide for our loved ones and what legacy we'll leave them when we're gone. Be sure to meet with your family to discuss the details of your estate and the reasons behind your decisions. This can help prevent future conflict, reinforce your values and support stronger relationships.

Want more tips? Consider these seven things when planning your estate with your attorney: https://bit.ly/3X8QEFc

11/11/2025

On this Veterans Day, let's honor the brave men and women who are serving or have served our country with valor and fought for our freedom. Thank you is not enough.

10/26/2025

Job loss can feel overwhelming—but your financial future doesn’t have to be. If you or someone you care about has been affected by federal layoffs, I’m available to help you assess your current situation and explore strategies to stay on track financially. Small steps today can make a big difference tomorrow. I’ll be with you every step of the way.

In the meantime, here are some key steps to take following a job loss.

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10/20/2025

If you’ve been impacted by the recent federal layoffs, please know you’re not alone. As a financial advisor, I’m here to help you navigate this uncertain time. Whether it’s reviewing your financial strategy, exploring options for your retirement accounts or simply talking through next steps, we can find a path forward together.

In the meantime, here are some key steps to take following a job loss.

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08/25/2025

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en