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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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March 31, 2015 Millionaire Fact of the Day

March 31, 2015 Fact of the Day:  Cash is king with Gen Xers



DID YOU KNOW THAT….Gen Xers are more likely to let cash remain in their deposit accounts than other High Net Worth households?








In fact, 17 percent of the portfolios of Gen Xers are in deposit accounts compared to only 12 percent of the portfolios of other wealthy households?  Why is this?  Well Gen Xers are primarily in their “crunch years”.  Tuition payments, mortgage payments and unanticipated expenses are common.  It makes sense that they feel the need to keep their assets in cash.

But are they allocating the rest of their assets as effectively as they should?  GenXers are in the prime years to speak to a financial planner to ensure that they are making the best financial decisions.

If you are a Gen Xer and think you need to reassess your situations….talk to our Best Advisors.