11/20/2024 - By Michael Hall, CFP
Just as airline safety instructions advise securing your own oxygen mask first, clients should prioritize their financial stability before focusing on giving. With the right guidance, clients can build a personalized plan that aligns with their life goals—including charitable giving—while reducing tax impacts and ensuring they have enough funds for their lifetime.
10/22/2024 - By Chris Stennett, CFP
As the November election approaches, it's normal for investors to become anxious about how the outcome may impact their investments. The president wields tremendous power, so it’s reasonable to assume that the election of a particular party or candidate will have a direct and significant effect on the stock market. While this is an understandable conclusion, it is not correct. In this article, we'll explore election year market trends from 1928 to 2023, to illustrate why sticking to your investment strategy is the best approach, regardless of election results.
09/09/2024 - By Mark Hemby, CFA®, CFP®
At the start of August, the U.S. stock market experienced an unexpectedly sharp decline, losing over 7% in just the first three trading days. While those losses were eventually recovered, many investors were left wondering what caused such a dramatic sell-off. The answer lies in something known as the "carry trade," specifically, the Yen carry trade. But what exactly is the Yen carry trade, and why did it have such a significant impact on equity markets?
10/07/2024 - By Nancy Patton
We're excited to welcome Michael C. Hall, CFP as a director at Saltmarsh Financial Advisors, LLC.
08/19/2024 - By Gabby Symons
Your Saltmarsh Family spent the summer flexing our ‘business development muscles’ during the firm’s annual Level Up competition! The entire firm split into twelve teams and went head-to-head competing for a spot on the coveted Level Up podium.
08/08/2024 - By Nancy Patton
As one of the largest CPA-led business advisory firms in the southeast, Saltmarsh is known for its ‘one-firm’ people-focused workplace that prioritizes professional development, culture and work-life balance. Because of that, we have been named one of Accounting Today’s 2024 Best Firms to Work For!
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900 N. 12th Avenue Pensacola FL 32501 Local Phone: (850) 435-8300 Email: info@saltmarshfa.com
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