Ed Cole is an investment professional with over 25 years experience. He specializes in helping high net worth individuals with retirement planning.
Ed graduated in 1981 from Brigham Young University wih a degree in financial planning. He began his career immediately after graduation with Allied Insurance in Des Moines, Iowa. At that time, Allied Insurance was starting a new division promoting financial planning. During that time, he earned his CFP® certification, series 7 securities registration and investment advisor registrations.
In 1984, Ed started his own financial planning business in Des Moines, Iowa. After earning an endorsement from the Iowa Medical Association, He traveled the state of Iowa giving seminars to Physicians. It was during that time he became familiar, first hand, with the struggles physicians were having as small business owners, investors, and trying to plan for the future. In 1986, Ed and his wife Sherry and their two small children moved back to Provo, Utah. As he started to grow his business in Utah, he continued to meet with his Iowa clients quarterly, which he continues to do to this day. He currently has clients in Utah, Iowa, Arizona, Idaho, Montana, and California.
Ed believes we live in a new investment environment where market volatility is increasing and with greater frequency. As a result, investors are seeking more advanced risk management strategies to address this volatility and restore confidence in their investment plan. By analyzing your portfolio's relationship with volatility, he feels we can gain a better understanding of how it is likely to respond when volatility spikes. With this important data, he seeks to construct portfolios that deliver a smoother, more consistent return profile.
Please watch the short video that explains the personal website we set up for your use as a client of Cole Financial Advisors Click Here
Helpful Content
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Building Your Legacy
A four-step framework for building a personal legacy.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
College Savings
See how much you may need to save now to cover future college costs for your child.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
