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.
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Helpful Content
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
College Savings
See how much you may need to save now to cover future college costs for your child.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
