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Welcome to the Unified Trust Under the Hood podcast series, where we take a look at what’s driving the financial world.

Unified Trust


    • Jan 4, 2021 LATEST EPISODE
    • infrequent NEW EPISODES
    • 31m AVG DURATION
    • 16 EPISODES


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    Latest episodes from Under the Hood

    Ep. 17: Market Outlook

    Play Episode Listen Later Jan 4, 2021 36:43


    In this episode, host Kevin Avent is joined by Chief Investment Officer, Kevin Freehardt, and Fiduciary Investment Advisor/Director of Sales and Career Development, Billy Lanter, to share insights on the markets post-election and thoughts on 2021.. The information presented is the opinion of the author. The author's opinion is not necessarily shared by Unified Trust, A Division of American Trust Company (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment, or financial advice.

    Ep 16: Unified Trust Joins American Trust

    Play Episode Listen Later Oct 15, 2020 30:45


    In this episode, host Kevin Avent is joined by Unified Trust Founder and CEO, Dr. Gregory Kasten, to discuss the recent merger with American Trust Company. The information presented is the opinion of the author. The author's opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment, or financial advice.

    Ep 15: CARES Act

    Play Episode Listen Later Sep 14, 2020 35:43


    In this episode, host Kevin Avent is joined by Fiduciary Investment Advisor, John Deglow, and founder and President of Hanna Resource Group, Lyle Hanna, to discuss the CARES Act. The information presented is the opinion of the author. The author's opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment, or financial advice.

    Ep 14: Estate Planning and Charitable Giving

    Play Episode Listen Later Jul 8, 2020 30:33


    In this episode, host and Managing Director of Wealth Management, Kevin Avent, is joined by Fiduciary Investment Advisors Karen McIntyre and Patrick Meyer to discuss how to plan your estate and the importance of giving, especially in these unprecedented times. For more information on estate planning and charitable giving, check out our blogs Top 4 Tips on Estate Planning and Fall Financial Planning. The information presented is the opinion of the author. The author's opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment, or financial advice.

    Ep 13: Income Tax FAQs

    Play Episode Listen Later Jun 11, 2020 40:05


    The new tax deadline is July 15th and we have retired CPA and Board Member, Chris Anderson, joining us to discuss some FAQs and some changes from the recently SECURE Act. The information presented is the opinion of the author. The author's opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment, or financial advice.

    Ep 12: The Market Impact of the Coronavirus Pt II

    Play Episode Listen Later May 20, 2020 27:52


    How does the current crisis compare with prior recessions? If the economy's so bad, why are stock markets rallying? What does a recovery look like and what do the various letter shaped recovery examples mean? What's the most likely scenario moving forward for markets and the economy? In this podcast discussion, Managing Director of Wealth Management, Kevin Avent, is joined by Fiduciary Investment Advisor, Billy Lanter, to answer these questions and discuss the continued market impact of the coronavirus. The information presented is the opinion of the author. The author's opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment, or financial advice.

    Ep 10: Wealth Management 2020 Investment Update

    Play Episode Listen Later Jan 29, 2020 37:23


    After a great year in 2019, what can we expect with the new year? In this podcast discussion, Managing Director of Wealth Management Kevin Avent is joined by Chad Sturgill, Wealth Management Senior Portfolio Manager, and Billy Lanter, Fiduciary Investment Advisor, to discuss our views on the economy and capital markets for the year. The information presented is the opinion of the author. The author's opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment, or financial advice.

    Ep 9: AI and Robotics

    Play Episode Listen Later Dec 18, 2019 39:40


    Artificial Intelligence may sound like science fiction but it's rapidly expanding in our everyday lives. In this podcast, Kevin Avent, Billy Lanter and Mike Samford discuss what AI is, how it impacts us in life and in finance and is it something we should fear. The information presented is the opinion of the author. The author's opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment or financial advice.

    Ep 8: Financial Myths

    Play Episode Listen Later Sep 4, 2019 27:02


    Ready to have some myths busted? In this podcast, Kevin Avent, Karen McIntyre and John Deglow take some common myths in the financial world and prove fact or fiction. The information presented is the opinion of the author. The author's opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment or financial advice.

    Ep 7: Financial Literacy

    Play Episode Listen Later May 23, 2019 32:53


    A lot of life is about relationships. Being able to communicate about finances is critical to healthy relationships, especially when it comes to marriage and children. In this podcast, Managing Director of Wealth Management Kevin Avent is joined by Fiduciary Investment Advisors Angela Coleman and Billy Lanter to discuss how, and when, to talk with your family about managing money. The information presented is the opinion of the author. The author's opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment or financial advice.

    Ep 6: Wealth Management Investment Update

    Play Episode Listen Later Apr 15, 2019 30:50


    Is the economy going to finally dip into recession? Will the stock market finish up or down in 2019? In this podcast discussion, Managing Director of Wealth Management Kevin Avent is joined by Chad Sturgill, Wealth Management Senior Portfolio Manager, and Andrew Windsor, Retirement Investment Analyst, to discuss our views on the economy and capital markets for the year. The information presented is the opinion of the author. The author's opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment or financial advice.

    Ep 5: Behaviors, Biases and Blunders

    Play Episode Listen Later Feb 15, 2019 31:25


    It's easy to stay the course when the market is up but what do you do when the market goes down? This podcast highlights some of the most common behaviors, biases and blunders investors tend to make when things get volatile. In this podcast discussion, Managing Director of Wealth Management, Kevin Avent is joined by Fiduciary Investment Advisor, Billy Lanter, to discuss investor behaviors. The information presented is the opinion of the author. The author's opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment or financial advice.

    Ep 4: What It Means to Be a Fiduciary

    Play Episode Listen Later Dec 12, 2018 24:53


    Many financial institutions tend to avoid fiduciary status because they want to avoid the liability of being a fiduciary and the transparency that comes with it. In this podcast discussion, Managing Director of Wealth Management, Kevin Avent is joined by Fiduciary Investment Advisor, Angela Coleman, to discuss what it means to be a fiduciary. The information presented is the opinion of the author. The author's opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment or financial advice.

    Ep 3: Planning for Retirement

    Play Episode Listen Later Oct 23, 2018 31:45


    Ep 3: Planning for Retirement Whether you want to travel the world or stay close to home, your retirement should be exactly what you want it to be. This is a time for you to enjoy all that you have worked for without having to worry about your funds running out. In this podcast discussion, Managing Director of Wealth Management, Kevin Avent is joined by Director of Wealth Management Client Services, Patrick Meyer, to discuss planning for a retirement with a reliable and sustainable income stream. The information presented is the opinion of the author. The author's opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment or financial advice.

    Ep 2: Fear and Uncertainty

    Play Episode Listen Later Sep 5, 2018 19:24


    "What will happen if...?" This is a question we get often regarding the impact of current events. Trying to plan for the future when many factors in the world are unknown can lead to much fear and uncertainty. In this podcast discussion, Managing Director of Wealth Management, Kevin Avent is joined by Fiduciary Investment Advisor, John Deglow to discuss current fears and uncertainties in the marketplace. The information presented is the opinion of the author. The author's opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment or financial advice.

    Ep 1: What is Bitcoin

    Play Episode Listen Later Mar 29, 2018 20:08


    Bitcoin is such a popular topic yet very few people actually understand it. If you type into a search engine two words, ‘what is' the very first thing that comes up is bitcoin. What is bitcoin? In this podcast discussion, Managing Director of Wealth Management, Kevin Avent is joined by Fiduciary Investment Advisor, Billy Lanter, and Associate Portfolio Manager, Corey Monin, to discuss Bitcoin. The information presented is the opinion of the author. The author's opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment or financial advice.

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