Insights

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. 

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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.

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Bearish Sentiment: Investment Trends

05/01/2025 - By Wes Crill, PhD, Senior Client Solutions Director and Vice President (Dimensional Fund Advisors)

Many investors seem to be pessimistic about the direction of the market. If history is any indicator though, that’s a bad time to get out of stocks.

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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! 

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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...

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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.

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Saltmarsh Financial Advisors, LLC
900 N. 12th Avenue Pensacola FL 32501 Local Phone: (850) 435-8300 Email: info@saltmarshfa.com
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