Resource HubDelivering Insights & Expertise
Father's Day: Money Lessons Learned From Dad
6/13/2025 - 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.
Why You May Need a Revocable Trust
6/11/2025 - 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
5/15/2025 - 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
5/8/2025 - 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.
BankChat 2025: Saltmarsh Financial Institutions Takes NashvilleCommunity Bank Risk Professionals Training Event Highlights
5/2/2025 - 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!
Past Posts
- Father's Day: Money Lessons Learned From Dad
- 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
- BankChat 2025: Saltmarsh Financial Institutions Takes Nashville
- Bearish Sentiment: Investment Trends
- Life After Graduation: Building Your Accounting Career
- Medicare Revalidation Deadline for SNFs
- Tariffs and Stagflation
- How Extreme was Recent Large Growth Outperformance?
- The Future of ACH Compliance: Insights on Nacha's Latest Rules
- DOL Audit Requirements: A Critical Reminder for Retirement Plan Sponsors
- Regulation CC Update Summary
- Key CMI Reporting Deadlines
- Tariff Trepidation
- Alphabet Soup of Estate Planning
- Tennessee Capital Improvement Request Form Reminder
- What's Happening at Saltmarsh
- It's More Than 'Just a Phase'
- How to Avoid Black Swans
- An Investing Plan for This Year
- Demystifying Personal Injury Settlements: A Guide to Navigating Your Claim
- Saltmarsh Strenghthens Fair Lending Services
- Mastering the Tax Tango
- The Power of Human Ingenuity
- View All Articles
