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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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October 31, 2014 Millionaire Fact of the Day




October 31, 2014 Fact of the Day:  Do Affluent Investors Celebrate Halloween?



Did you know that middle aged Millionaires are more likely to buy candy for trick-or-treaters this Hallween than younger investors?



In fact, 65 percent of all investors plan on buying candy for Halloween this year.  If an investor is married, he or she's more likely to buy candy than if he or she is single.  Seventy-two percent of married investors buy candy compared to only 45 percent of single investors.  Younger investors, those under the age of 40, are more likely to buy candy at 68 percent.  This increases between the ages of 41 to 50 to 76 percent.  Perhaps middle-aged Millionaires are more likely to have kids who are actually out trick-or-treating.  Those between the ages of 51 and 60 decrease slightly to only 59 percent and 57 percent of those over age 60 will buy candy for trick-or-treaters.  If your children or grandchildren are going out trick-or-treating this year make sure they are well lit, give them a flashlight and wear something reflective, or at least a bright color.