Resource HubDelivering Insights & Expertise
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!
Bearish Sentiment: Investment TrendsHow market pessimism could shape investment trends
5/1/2025 - 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.
Life After Graduation: Building Your Accounting CareerBudget Tips, Career Goals, and Work-Life Balance Hacks
4/29/2025 - 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...
Past Posts
- 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
- Reality Check: Capital Market Assumptions vs. Actual Returns
- 2024 Year in Review
- View All Articles
Stay Connected
Sign Up For Our Newsletter
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.