Edward Jones - Financial Advisor: Jared T. Colao, AAMS, CRPC

10/15/2026

Don't wait until tax season to make your IRA contribution. Funding your IRA throughout the year gives your money more time to potentially grow and can make saving feel much more manageable than a last-minute lump sum.

Starting early means:
✔️ More time for potential compound growth
✔️ Smaller, more manageable contributions
✔️ Less stress when tax deadlines approach

Your future self may thank you for taking action today rather than waiting until April.

Call to schedule your private consultation:
727-372-7678 www.edwardjones.com/jared-colao

10/15/2026

10/15/2026

You may never leave your children a larger gift than this.

Not money.

Not investments.

The wisdom to manage them.

Many families spend decades building wealth.

Few spend time preparing the next generation to handle it.
✅ Financial confidence
✅ Decision-making skills
✅ Family values
✅ Lasting legacy

An inheritance is more than money. Will your children inherit the wisdom that comes with it?

10/13/2026

💡 Most people think building wealth requires a complicated strategy.

It doesn't.

The habits I see make the biggest difference are often the simplest:
✅ Spend with intention, not impulse
✅ Automate saving and investing
✅ Stay consistent, even when progress feels slow
✅ Let time and discipline do the heavy lifting

Wealth isn't usually built through one big financial decision.

It's built through hundreds of small decisions repeated over time.

I recently shared some thoughts with MoneyLion on budgeting principles that can help create long-term financial momentum.

📖 Check out the article here: https://www.moneylion.com/trending/money/budget-rule-wealth-builders-swear-by

What's the best financial habit you've developed over the years?

Forget skipping lattes. Finance experts say this budgeting rule can build wealth more effectively — and it's easier to stick with.

10/12/2026

Weekly Market Wrap: https://bit.ly/4etPfSy

Call to schedule your private consultation:
727-372-7678 www.edwardjones.com/jared-colao

10/09/2026

ONE Edward Jones. ONE Community. ⚡

What has become an annual tradition is really a celebration of everything this group gives all year long:

▪️ Helping our clients plan for and achieve what matters most to them, every single day
▪️ Fighting hunger through our annual participation with Feeding Tampa Bay
▪️ Bringing joy to local families with Marine Toys for Tots Foundation across many branch offices
▪️ Walking together as national presenting sponsor of the Walk to End Alzheimer’s
▪️ Hosting various drives supplying food, clothing and necessities to smaller Tampa Bay organizations serving those who need us most

Here's what I believe: when we lead our associates well, they lead our clients well. And when our clients are cared for, they show up for their families and communities. That ripple creates impact for generations.

This work is deeply gratifying, and we don't have to do it. We GET to do it.

I'm grateful to lead this group of associates who do the right work, the right way, every day. 🤝

10/08/2026

For many investors, important financial decisions should be made before the end of the year. I will work alongside your tax professional and attorney to help coordinate conversations around:
• Investment gains and losses
• Philanthropic goals
• Estate planning objectives
• Retirement income strategies
• Stock concentration risks

Starting these discussions early may provide more time to evaluate available options and make informed decisions. Having that conversation before year-end could make a meaningful difference.

Call to schedule your private consultation: 727-372-7678 www.edwardjones.com/jared-colao

10/05/2026

Weekly Market Wrap: Rising Rates, Resilient Economy: What History Suggests for Markets - https://bit.ly/4j1mMa1

10/01/2026

Successful individuals and families face unique risks that often require more than traditional insurance solutions.

The right protection strategy can help safeguard:
✓ Family wealth
✓ Business interests
✓ Real estate holdings
✓ Legacy objectives

True financial planning isn't just about accumulation. It's about protection, preservation, and purpose.

Call to schedule your private consultation:
727-372-7678 www.edwardjones.com/jared-colao

09/29/2026