About Patrick Meyer 10 posts published

Patrick Meyer is the Director of Wealth Management Client Services for Unified Trust Company. He joined Unified Trust Company in 2009. He has over 20 years of experience and manages the teams that support the Wealth Management division’s sales, service and trust administration functions. He serves on the Wealth Management Trust Investment Committee and is leading projects to advance Unified Trust’s retirement income solutions.

Marriage & Money: Making Financial Decisions Together

I recently spoke with businessinsider.com about the actions couples can take to have a financially successful marriage.  It all begins with open and honest communication.  I encourage each partner to share not only their financial information–retirement and investment account balances, credit card and other debts, spending habits, etc.–but...

Creative Solutions to Stretch Your Savings

We often hear clients express frustration over the low yields offered on traditional “safe” investments like money market accounts, certificates of deposit, short-term bonds and the like.  Retirees, in particular, have been experiencing the strain of low yields for the past several years and have had to look...

Retirement Got You Spooked?

In the spirit of Halloween, I recently spoke with Maryalene Lapoinse, a writer for US News and World Report, about the issues that spook retirees and how to calm their fears. When we first meet with retirees or soon to be retirees they often confide that one of...

The Digital Fiduciary

Technological advancements continue to shape and define the advisory landscape.  We are amidst a digital advice revolution as automated technology platforms – robo-advisers – attract clients and assets, delivering solutions which provide ongoing discretionary investment management and portfolio rebalancing without the aid of a human advisor.  One of...

Of Robos and Retirement

I recently attended a wealth management conference in Phoenix at which the rise of robo-advisors was a hot topic. The conference theme was “Where Disruption Meets Opportunity.” Robo-advisors, as you may already know, are online wealth management services that provide automated, algorithm-based investment advice, generally without the aid...