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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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Tax and Estate Planning Top Investors’ Priorities

Financial professionals will be fielding lots of tax and estate planning questions this year. Find out more.

| BY Adriana Reyneri

Tax and estate planning are the issues most likely to prompt high net worth investors to reach out to their financial advisors, according to a February survey from Spectrem’s Millionaire Corner.

More than three-fourths of investors with a net worth of $5 million or more say changing tax laws would prompt them to contact their advisors and close to two-thirds would seek help with changing estate laws. A majority would also reach out in the event of extreme market volatility or a financial windfall.

Tax and estate planning concerns also rank higher among retired investors, senior corporate executives, investors who describe themselves as very knowledgeable, self-described conservative investors, and investors over the age of 60.

In comparison, younger and less affluent households – those with less than $100,000 in investable assets – would most likely reach out to their financial advisor if they were expecting a baby. More than two-thirds of investors ages 40 and younger, and close to 60 percent of the less affluent would seek financial advice in the event of the birth of a child.

The majority of younger investors would also contact an advisor in the case of a marriage or divorce, or for help with retirement planning or an inheritance.