Resources

A collection of resources to help you on your financial journey.

Financial Resource Center

The Unified Trust Financial Resource Center gives you access to the tools you need to organize your financial life. You will find quick-read articles, comprehensive planning guides, interactive financial tools, animated presentations and much more! The Unified Trust Financial Resource Center provides a single source of financial information for all age groups.

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News

Monika Hubbard, Institutional Retirement Consultant, spoke with U.S. News & World Report about looking at the big picture when managing your 401(k) in a recession.

With all the 401(k) rollover options available, it's hard to know what's best for your money. Senior Retirement Plan Consultant, Diana Jordan, spoke with PLANADVISER about Unified Trust's Managed Rollover Solution and the new Rollover Wizard.

Fiduciary Investment Advisor, Billy Lanter, discusses some limitations to the "Mega Backdoor Roth" and describes which type of taxpayer might be best suited to take advantage of this strategy.

Library

In the Unified Trust Library you will find a collection of white papers and articles on a variety of financial issues relevant to today's investor.

Podcasts

Imagine hanging out in Las Vegas playing your favorite casino game. Perhaps you are sitting at the hold’em table and the dealer flips the river card that gives you the win.

For most of the financial services world, it has been clear for some time that humans are irrational and act in ways that are not conducive to their own financial wellbeing.

There is a common phrase in the world of finance that ‘you can’t eat risk-adjusted returns’. Most people understand investment returns—making or losing money. Few people understand standard deviation, volatility, and risk-adjusted returns.

Like many thrill-seeking activities, the rush of shooting the rapids unleashes a full panel of “happy chemicals” which heightens our senses and keeps us coming back for more.

In this podcast, in addition to talking about us, I went into some detail regarding benchmarking of managed accounts as well as some thoughts regarding fiduciary outsourcing and benefits to advisors.

Did you grow up in small community, a close-knit town or (if you can remember it) before the internet was a factor? Back then a word and a handshake were stronger than any contract or service agreement.

Pop Quiz: what three things do you value most in this world? It shouldn’t take long as whatever comes to mind first is probably your truest answer.

In the sea of sameness set yourself apart and say something different. In an industry full of copycat products and similar solutions (albeit with different color schemes and logos affixed to the top of the proposals and marketing materials) consider offering something uncommon….. real value.

People have that “what if” moment, realizing that if only they had started planning for retirement when they were 20, it could have made a much larger impact on their financial security as they near retirement.

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Whether you have a question you'd like us to answer or a brilliant idea you're ready to share, the team at Unified Trust is here to listen.