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Featured Advisor

Srbo Radisavljevic
Managing Principal/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, following Chicago sports, enjoying ethnic cooking, and serving as a school board member for Norridge School District 80.

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November 17, 2016


Not everyone shares the same confidence in their retirement preparedness, a Spectrem Group study of retirement plan participants finds. Click here to read more

June 23, 2016


Being able to retire as planned is a heightened concern among Gen X retirement plan participants. Click here to read more

June 16, 2016


When it comes to saving for retirement, are non-Millionaire investors selling themselves short in their reluctance to consult with a financial advisor? Click here to read more

June 7, 2016


Spending on prescription drugs in 2016 is likely to reach $4,270, or 17 percent of total healthcare spending. Click here to read more

May 24, 2016


Eighty-four percent of Millennial retirement plan expect their personal financial situation will be better one year from now than at present. Click here to read more

May 19, 2016


Where do plan participants place themselves on the wealth spectrum? Click here to read more 

May 12, 2016


The continuing battles among Congress and the White House are the No. 1 concern of plan participants. Click here to read more

May 3, 2016


The Spectrem Millionaire Investor Confidence Index is at a four-month high. Click here to read more

April 19, 2016


Are you very confident that you will have enough money to live comfortably through retirement? Congratulations, you are part of an exclusive minority, Click here to read more

April 19, 2016


The Spectrem Affluent Household Outlook is at an eight-month high. Are women feeling it? Click here to read more

March 31, 2016


A fifth of Baby Boomers report that not traveling enough is one of their biggest regrets when reflecting on their life thus far. Click here to read more  

March 29, 2016


 A look at how affluent investors access and use defined contribution and individual retirement accounts. Click here to read more