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Featured Blog
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.
Recent Blog Posts
- Cost of Index Reconstitution: Index & Diversification Portfolios
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Featured News
Allison Jones Elected Shareholder
12/10/2020 - By Nancy Patton
We're excited to announce that Allison Jones, CPA, has been elected shareholder as of January 1, 2021.
“Allison has become an indispensable member of our leadership team and throughout the firm,” said Lee Bell, President. “She is a great example of balance, poise and calm leadership with her dedication to our clients and a successful career. We look forward to even greater things from her, and the positive impact she brings to our people and our business.”
Recent News & Articles
- Allison Jones Elected Shareholder
- Saltmarsh Announces Internal Promotions of 2020
- Saltmarsh Again Named Regional Leader by Accounting Today
- Saltmarsh Wins Marketing Achievement Award for Commitment to Service
- Saltmarsh Announces the Internal Promotion of Caroline Beasley
- Important COVID-19 (Coronavirus) Updates
- The Statistics Are In: Saltmarsh Exceeds Its Community Service Goal During 75th Anniversary in 2019
- Saltmarsh Announces Internal Promotions of 2020
- View All News & Articles
Featured Video
Beacon Summer Leadership Program 2023
4/3/2023 - By Allie Jackson
As aspiring young professionals continue their journey towards graduation and beyond, we at Saltmarsh, Cleaveland & Gund want to help them achieve their goals with Beacon, our exclusive 2-day summer leadership program for college students pursuing a career in public accounting.
Recent Videos
