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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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Wealthy Investors Value Knowledge and Regular Savings

How a regular savings plan can help beginning investors

Successful investors urge the less experienced to understand the advantages and disadvantages of different types of investments, and to determine their tolerance for investment risk.

Wealthy Americans also recommend beginning investors put aside a percentage of their earnings every month and invest in a 401(k), according to a May survey conducted by Spectrem Group.

“These sentiments reflect the lessons investors learned during the Recession when balanced portfolios took less of a beating,” said Catherine McBreen, Spectrem’s managing director. “Some investors didn’t fully understand their exposure to risk until it was too late.”

Nearly 95 percent of Americans with a net worth of $5 million or more say it’s important, or very important, for beginning investors to save a percentage of their salary every month. More than 92 percent urge beginning investors to take full advantage of their employer’s 401(k) retirement plan and matching contribution.

The wealthy tend to be well-educated and savvy investors, who put a premium on financial education. More than 97 percent say it’s important or very important for beginning investors to understand the advantages and disadvantages of different types of investment products, such a stocks and bonds. An equal percentage feel beginning investors need to understand their own tolerance for investment risk.

Millionaires feel it’s less important for a beginning investor to hire an advisor or buy a home. About 53 percent say it’s important for a beginning investor to get a good financial advisor and about 46 percent say it’s important to have a professionally prepared retirement plan. A little over 66 percent say it’s important or very important for a beginning investor to buy a home.