Insights
Magnifying Single-Stock Volatility
06/26/2025 - By Wes Crill, PhD, Senior Client Solutions Director and VP, Kevin Green, PhD, Head of Investment Solutions Analytics and VP
These scenarios show why broad diversification can help provide more reliable outcomes over time. A global equity market allocation includes potentially thousands of stocks, mitigating the impact any individual security can exert on one’s portfolio.
Markets Look Forward. So Should Investors.
06/24/2025 - By Isabelle Williams, Deputy Head of Investment Solutions, Dimensional Fund Advisors
With a stark shift in US tariff policy announced on April 2 and ongoing responses worldwide, many investors are on edge. But when there is real economic uncertainty and information is quickly changing, volatility is a sign that markets are functioning.
Father's Day: Money Lessons Learned From Dad
06/13/2025 - By Pierce Broscious, CFP
Fathers play an important role in teaching us many things when we are children. For this Father’s Day, I’d like to share some of these lessons and how they can be applied in practical terms.
Past Posts
- Why You May Need a Revocable Trust
- Cost of Index Reconstitution: Index & Diversification Portfolios
- Three Tips for Riding Out the Ups and Downs: Investment Trends
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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Saltmarsh Financial Advisors, LLC operates in connection with the brand Saltmarsh. Saltmarsh is the brand name under which Saltmarsh CPAs, Inc. and Saltmarsh, Cleaveland & Gund provide professional services. Saltmarsh CPAs, Inc. and Saltmarsh, Cleaveland & Gund practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Saltmarsh CPAs, Inc. is a licensed independent CPA firm that provides attest services to its clients. Saltmarsh, Cleaveland & Gund and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to its clients. The entities falling under the Saltmarsh brand are independently owned and are not liable for the services provided by any other entity providing the services under the Saltmarsh brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by Saltmarsh CPAs, Inc. and Saltmarsh, Cleaveland & Gund.