Insights
Why You May Need a Revocable Trust
06/11/2025 - By Mark Hemby, CFA®, CFP®, Senior Financial Advisor
Estate planning ensures your assets are distributed according to your wishes after death. A will is a common tool for this, but many individuals should also consider adding a revocable trust to their estate plan. Understanding the purposes, benefits, and limitations.
Cost of Index Reconstitution: Index & Diversification Portfolios
05/15/2025 - By Kaitlin Hendrix, CFA, Asset Allocation Research Director and Vice President, Jerry Liu, PhD, Trading Research Director and Vice President, Trey Roberts, Senior Associate, Research (Dimensional Fund Advisors)
The appeal of low expense ratios and broad diversification has contributed to the growth of index funds. Yet those appealing qualities can come at a cost. Index funds primarily seek to match the performance of an index. This objective may lead to constraints and implementation costs that are not reflected in the funds’ expense ratios.
Three Tips for Riding Out the Ups and Downs: Investment Trends
05/08/2025 - By Dimensional Fund Advisors
Investing, like a roller coaster, has its ups and downs. One minute you’re climbing higher and the next a sudden decline makes your stomach drop. A few reminders can help investors to relax amid the turbulence.
Past Posts
- Bearish Sentiment: Investment Trends
- Tariffs and Stagflation
- How Extreme was Recent Large Growth Outperformance?
What's Happening at Saltmarsh
BankChat 2025: Saltmarsh Financial Institutions Takes Nashville
05/02/2025 - By Nancy Patton
Our annual community bank event, BankChat 2025, in Nashville, brought together over 100 community bank risk professionals and subject matter experts to explore the latest industry challenges and opportunities. From navigating regulatory changes to embracing technology and innovation, this year's BankChat was a must-attend event!
Life After Graduation: Building Your Accounting Career
04/29/2025 - By Sarah Torr, Staff Auditor
Adjusting to life after college isn’t easy, but it’s full of lessons. From budgeting and career growth to finding balance and purpose, discover what post-grad life is all about. Read more...
What's Happening at Saltmarsh
03/24/2025 - By Celia Nofsinger
As we wrap up a busy March and move through the excitement of busy season, let's take a moment to celebrate recent achievements both within and outside our firm. These accomplishments showcase the hard work and dedication of our teams.
Past Posts
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Saltmarsh Financial Advisors, LLC
900 N. 12th Avenue Pensacola FL 32501
Local Phone: (850) 435-8300
Email: info@saltmarshfa.com
2025
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