Helping Participants Brace for Market Volatility
Diana Jordan, Senior Retirement Plan Consultant, spoke with PLANADVISER about utilizing managed accounts and model portfolios to help ease concerns with market volatility.
A collection of resources to help you on your financial journey.
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.
Diana Jordan, Senior Retirement Plan Consultant, spoke with PLANADVISER about utilizing managed accounts and model portfolios to help ease concerns with market volatility.
Fiduciary Investment Advisor, Billy Lanter, spoke with Forbes, highlighting the benefits of a Roth 401(k) versus a Roth IRA.
What's the magic number needed for retirement? Angela Coleman, Fiduciary Investment Advisor, spoke with Moneyish about how to get started saving.
Billy Lanter, Fiduciary Investment Advisor, joined George Grombacher on the Money Savage podcast titled "#091 Money and Parenting."
Jason Grantz, Director of Institutional Retirement Consulting, describes the current landscape in the recordkeeping industry and how to stay relevant with the development of apps and digital assets. This article can also be found in the July/August PLANADVISER magazine.
Institutional Retirement Consultant, Monika Hubbard, spoke with Lee Barney at Planadviser about how advisors can distinguish themselves in a very crowded retirement plan marketplace.
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.
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.