Edward Jones-Financial Advisor: Cole Roberge

01/16/2025

I want to help you build wealth your way, and that starts with focusing on YOUR goals for the future. Not mine. Let's book time to discuss strategies that can help you build and protect your wealth for those you love now — and future generations as well.

Here’s how

01/13/2025

Our 2024 survey found that only half of Americans are aware of 529 education savings plans, an important tool that offers tax benefits when used toward qualified education expenses for the account beneficiary.

Edward Jones research shows 50% of Americans don't know what a 529 plan is with 25% understanding a 529 plan can be used to fund more than just education.

01/08/2025

You could be missing an opportunity for your investments to grow tax deferred if you own an IRA and you're not fully funding it each year.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

01/06/2025

Get our four key views for 2025 in our latest Market Compass.

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...

12/26/2024

We recommend taking a long-term approach when it comes to investing and planning for the future. Consider the items on this year-end checklist as you start preparing your financial strategy for 2025.

These actions for 2024 may help you keep your financial strategy on track.www.edwardjones.com/us-en

12/23/2024

Now is the time to make your IRA contributions. Contributions can be made at any time up to the tax-filing deadline, not including extensions. The deadline for 2024 contributions is April 15, 2025.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

12/12/2024

We believe that investors deserve the right tools and information to help them make smart decisions. Check out these investor education resources, and then contact me to get started planning how to work toward your financial goals.

We're committed to helping you make smart decisions with confidence.

12/03/2024

The markets have seen their share of ups and downs in 2024. This year-end checklist highlights actions you can take to help keep your financial strategy on track as you head into the new year.

These actions for 2024 may help you keep your financial strategy on track.www.edwardjones.com/us-en

11/28/2024

May your Thanksgiving bring you happiness to share and many reasons to be grateful.

11/25/2024

Family gatherings can give you a chance to talk about your estate and legacy.

Follow these tips to help make financial discussions with loved ones easier regarding your estate, legacy and wealth.www.edwardjones.com/us-en

11/21/2024

In honor of International Fraud Awareness Week, I wanted to share some helpful actions anyone who thinks they've been the victim of fraud can take. Most important to remember is that you're not alone!

What to do if you think you’re a victim of fraud.www.edwardjones.com/us-en