Intoducing The United Perspective-4th Quarter 2011 Newsletter
Paying For Your Lunch- As the Fourth Quarter of 2011 has come to a close, we wanted to provide you our latest United Perspective commentary titled “Paying For Your Lunch”. This quarter we discuss the current dilemma faced by governments around the world, and the implications for each of our financial lives in the future. Read More
To view the brief thematic video newsletter presentation, click here.
Hot Topics
Towards the Paranormal- Famed investor Bill Gross, known in the media as the "Bond King", manages the world's largest bond fund. His latest Investment Outlook explains how the world is shifting to a New Normal that is more volatile. Read about how risk management is becoming even more important in today's market. Read full article here.
features a revolution in financial advice. Read more here.
Mark Chmielewski CIMA®
Managing Director
Mark has worked in the Financial Planning industry for over 25 years. He attended the nationally renowned Wharton School of Business at the University of Pennsylvania and received the prestigious Certified Investment Management Analyst, CIMA® designation. He is on the Investment Oversight Committee for the City of St. Petersburg and also the President's Associates Board at Eckerd College. Read full bio here.
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"Our job is to help our clients avoid big losses and protect profits. The problem is that most people lack a coordinated financial plan and are taking more risk than they need to. Part of our ongoing planning process, known as Honest Conversations™, is identifying your long term goals and providing unique solutions that manages your risk accordingly.
You can’t build a house without a well-thought-out blueprint. It is the same with your finances, which is where the Honest Conversations™ exercise comes in. I invite you to explore our website, get educated, and contact one of our experienced financial advisors to start planning your financial life today."
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