Unified Trust
Under the HoodEpisodes
Episodes of Under the Hood
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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 20
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 nece
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 autho
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 unpr
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 opin
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 mov
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, ne
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
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 somethin
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
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 joine
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 M
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 dis
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
Ep 3: Planning for RetirementWhether 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
"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, Man
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
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