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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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National Debt and Unemployment Continue as Primary Concerns of Investors

How investors are gauging the the threats to their financial well-being

Despite the fact that multiple indicators and confidence indices are reporting an uptick in the attitudes of investors, research indicates that households with $500,000 of investible assets and more still have significant economic concerns.

The National Debt has become the primary concern of affluent households with 68% of investors expressing concern. Unemployment remains a concern at 62% but is down somewhat from the fall. Only 34% are concerned about the stock market, a definite decrease from 2009 but similar to attitudes throughout 2010.

Other concerns are of a more personal nature. Thirty-two percent of households are worried about a catastrophic health problem for someone within their family. This is consistently a worry for most individuals. The loss of a job for someone within your family is a concern for 26% of households. This is down substantially from 2010 when approximately 46% of affluent households were concerned about this issue.

Twenty-seven percent of affluent households are worried about the loss of value of their primary residence. While home prices are projected by many services to reach their lowest values since tracking began by the summer of 2011, the largest number of investors are not concerned. This lack of concern is primarily due to the fact that most investors are not looking to sell or liquidate their primary residence in the near future.

Unlike the attitudes and research sponsored by Spectrem Group in 2008 and 2009, investors have reached a point of relative calm and optimism. These attitudes are projected to continue unless a catastrophic event occurs.