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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.

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September 24, 2014 Millionaire Fact of the Day

September 24, 2014 Fact of the Day: What Should Advisors Do As Their Clients Age?





Millionaire investors receive mostly investment related advice from their financial advisors.  We believe this will change in the future.  Why?  The average age of Millionaires is over the age of 60.  In the future, they are going to start turning to their advisors for things such as planning for long-term care and estate planning.  Both long-term care insurance and estate planning are critical for all of us in the next few years, regardless of your age.  If you are over the age of 50, you should be thinking about how you and your family are dealing with long-term care.  Almost every family has had some experiences with family members who need assistance as they age.  The earlier you deal with long-term care, the more affordable it is.