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

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

Got five minutes? The topic of this blog post is covered in our Fiduciary Five Podcast series hosted by Chuck Hammond of the 401(k) Study Group. The Fiduciary Five Podcast…your fiduciary questions, answered in about five minutes.

“Patrick, my daughter just graduated and is starting her new job. Can you help her with her 401(k) plan selections? Maybe give her some tips on budgeting, too?”

Got five minutes? The topic of this blog post is covered in our Fiduciary Five Podcast series hosted by Chuck Hammond of the 401(k) Study Group. The Fiduciary Five Podcast…your fiduciary questions, answered in about five minutes.

Recently I spoke with Andrea Coombes, a writer for NerdWallet.com, about retirement investing. NerdWallet provides online tools and advice to help people make better financial decisions.

Got five minutes? The topic of this blog post is covered in our Fiduciary Five Podcast series hosted by Chuck Hammond of the 401(k) Study Group. The Fiduciary Five Podcast…your fiduciary questions, answered in about five minutes.

Got five minutes? The topic of this blog post is covered in our Fiduciary Five Podcast series hosted by Chuck Hammond of the 401(k) Study Group. The Fiduciary Five Podcast…your fiduciary questions, answered in about five minutes.

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.

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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.