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ColeFP and Wealth Managment, Inc.
About + Contact
Fees
Our Process
Resources
Services
Schedule an Appointment
☎ (205) 477-5118
ColeFP and Wealth Managment, Inc.
About + Contact
Fees
Our Process
Resources
Services
Schedule an Appointment
☎ (205) 477-5118
About + Contact
Fees
Our Process
Resources
Services
Schedule an Appointment
☎ (205) 477-5118
 
10 Financial Statements to Live By
Aging, Financial Planning, Goals, Newsletter, Personal, Planning, Behavioral Finance Scott Cole 4/24/21 Aging, Financial Planning, Goals, Newsletter, Personal, Planning, Behavioral Finance Scott Cole 4/24/21

10 Financial Statements to Live By

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Investing Under the Influence
Behavioral Finance, Newsletter, Personal Scott Cole 8/29/20 Behavioral Finance, Newsletter, Personal Scott Cole 8/29/20

Investing Under the Influence

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Big Financial Decisions- Managing Data and Emotions
Behavioral Finance, Financial Planning Scott Cole 7/26/19 Behavioral Finance, Financial Planning Scott Cole 7/26/19

Big Financial Decisions- Managing Data and Emotions

There is no amount of data sufficient to remove the emotions from a financial decision.

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Having "the talk" with my daughter
Behavioral Finance, Investments, Kids and Money, Psychology of Money, Saving and Investing Scott Cole 2/15/19 Behavioral Finance, Investments, Kids and Money, Psychology of Money, Saving and Investing Scott Cole 2/15/19

Having "the talk" with my daughter

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Why even advisors need advisors
Investments, Newsletter, Behavioral Finance Scott Cole 2/1/19 Investments, Newsletter, Behavioral Finance Scott Cole 2/1/19

Why even advisors need advisors

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S&P enters a correction, what now?
Behavioral Finance, Newsletter, Saving and Investing Scott Cole 10/26/18 Behavioral Finance, Newsletter, Saving and Investing Scott Cole 10/26/18

S&P enters a correction, what now?

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Reading the Plum Leaves
Behavioral Finance, Investments, Newsletter Scott Cole 8/3/18 Behavioral Finance, Investments, Newsletter Scott Cole 8/3/18

Reading the Plum Leaves

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Behavioral Finance, Newsletter, Technology Scott Cole 6/1/18 Behavioral Finance, Newsletter, Technology Scott Cole 6/1/18

What the Yanny/Laurel Brush Up Teaches Us about Investing

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Behavioral Finance, Personal Finance, Planning Scott Cole 2/11/16 Behavioral Finance, Personal Finance, Planning Scott Cole 2/11/16

Attempting to Quantify the Value of Financial Advice

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Behavioral Finance, Investments, Money Management, Video Scott Cole 11/23/15 Behavioral Finance, Investments, Money Management, Video Scott Cole 11/23/15

DFA on Staying the Course

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Behavioral Finance, Investments Scott Cole 10/1/14 Behavioral Finance, Investments Scott Cole 10/1/14

Great stuff I saw on Twitter

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Behavioral Finance, Planning Scott Cole 1/7/14 Behavioral Finance, Planning Scott Cole 1/7/14

Too Soon? Have we forgotten 2008-2009?

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ColeFP and Wealth Management, Inc.

Birmingham, AL
Madison, AL
Sarasota, FL
P. 205.477.5118
P. 256-617-7189

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ColeFP is a registered investment adviser in the states of Alabama, Florida, Louisiana, and Texas and is able to offer advisory services in these states plus other via exemption. We meet clients virtually throughout the country.

 

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