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.

Visit the Financial Resource Center

News

President Trump's tax reform may have fattened paychecks, but many taxpayers may be shocked by inadequate withholdings at filing time. Karen McIntyre, Fiduciary Investment Advisor, highlights some of the new challenges high net worth individuals might face when filing taxes this year.

"If you owe money in taxes and find yourself short on cash, don't panic," says Billy Lanter, fiduciary investment advisor. In this article, Billy discusses the several options available when you need to pay off that tax bill.

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.

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.

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.

Contact Us Today

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.