Facebook Twitter LinkedIn
Register for our daily updates!

Featured Advisor

Ed Meek
CEO/Investment Advisor

Edge Portfolio Management


State: IL

At Edge, a low client to advisor ratio allows for personal and customized service for each individual.  Our goal is to work as a team for each client to provide not only portfolio management but wealth coordination and financial planning.  We make every effort to have frequent communication with our clients and to provide timely response to calls and emails.  I also enjoy spending time with my wife and three kids, playing and following basketball, playing golf, and participating as an advisory board member for Breakthrough Urban Ministries.

Click to see the full profile

Latest Articles: Financial Planning

October 31, 2014


For the first time since April, the Spectrem Affluent Investor Confidence Index (SAICI®) declined over the course of a month in October. Click here to read more

October 30, 2014


What are the reasons why non-Millionaires opt not to use a financial advisor? //READ MORE//

October 30, 2014


A drop in October of the Spectrem Affluent Household Outlook is an indication of how market volatility impacts investor confidence. Click here to read more

October 29, 2014


The wary investment mindset of Affluent investors is a reflection of the recent gyrations in the market. Click here to read more

October 27, 2014


New guidelines recently issued by the Internal Revenue Service will allow employees to contribute more to their employer-sponsored 401(k) retirement plans. Click here to read more

October 27, 2014


Two-thirds of wealthy investors talk to their advisors about an investment plan, and about individual stocks and bonds. Click here to read more

October 23, 2014


The retirement readiness of American workers improved in 2013, but for many remains a challenge. Click here to read more

October 23, 2014


Investors have greater appreciation of advisors’ knowledge and expertise than they did five years ago. Click here to read more

October 23, 2014


Young affluent investors don’t want to be bothered with changing firms when an advisor leaves. Click here to read more

October 21, 2014


Entrepreneurism is driving global mobility of the world's high net worth. Click here to read more

October 17, 2014


Almost four-in-ten workers at least 50 years-old are not saving for health care costs. Click here to read more

October 15, 2014


Are Millennials, tagged with being coddled and entitled, embracing their emerging adulthood or are they, like Peter Pan, determined to stay in their own Neverlands (translation: their parents' homes)? Click here to read more