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
Do You Owe The AMT?
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The Fed and How It Got That Way
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Insuring Your Business Against Cyber Liability
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Systematic Withdrawals in Retirement
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Best-Performing Asset Classes
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Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Dog Bites Neighbor. Now What?
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You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Get a snapshot of your overall financial picture by calculating your total net worth.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
