Resource HubDelivering Insights & Expertise
Estate Planning EssentialsWhat Every Family Should Know to Protect Their Legacy
7/29/2025 - By Michael C. Hall, CFP
Whether you’ve built a successful business, have a growing family, or simply want to ensure your final wishes are honored, this post will help you understand the foundational elements of estate planning and how to begin creating a plan that reflects your values. Read why estate planning matters.
Asset-Liability Management IRR Modeling 2025
7/28/2025 - By Terry Treadwell, CPA
We are observing that accuracy in ALM modeling has become an increasing focus area for many of our financial institution clients. Model accuracy is especially important to those using their ALM models...
Tax Law Impacts: One Big Beautiful Bill ActOverview of the New Tax Landscape Impacting Individuals & Businesses
7/21/2025 - By David Uslan, CPA
OBBBA, signed into law on July 4, 2025, makes permanent many provisions from the 2017 Tax Cuts and Jobs Act while introducing new tax benefits for individuals and businesses. At Saltmarsh, we are continuing to review the new provisions and their impact on your tax strategy. This article highlights some of the most significant changes from our initial review of the OBBBA.
What Community Banks Need to Know About the Fed's Interest Rate Policy
7/15/2025 - By Paul Allen, CPA, Director and Sarah Oliver, CRCM, Director
The Federal Reserve’s monetary policy continues to shape the financial landscape, with community banks feeling the impact most acutely. As of June 2025, the Fed has held the federal funds rate steady at 4.25%–4.50% for the fourth consecutive meeting.
Magnifying Single-Stock Volatility
6/26/2025 - 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.
Past Posts
- Estate Planning Essentials
- Asset-Liability Management IRR Modeling 2025
- Tax Law Impacts: One Big Beautiful Bill Act
- What Community Banks Need to Know About the Fed's Interest Rate Policy
- Magnifying Single-Stock Volatility
- CFPB's Regulatory Shake-Up
- Markets Look Forward. So Should Investors.
- 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
- View All Articles
