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The Cost of Trying to Time the MarketFrom Dimensional Fund Advisors

5/26/2022 - By Saltmarsh Financial Advisors

In periods of uncertainty, the decision to do something rather than do nothing is compelling. This compulsion drives investors to sell stocks as the markets are going down and is challenging to ignore. However, research has shown that even being out of the market for a short time can be profound.

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Sponsoring a Health & Welfare Benefit Plan: Are You 5500 Compliant?

5/20/2022 - By Judy Fryer

Health & Welfare Plans provide benefits such as medical, dental and life insurance. In 2002, the Form 5500 filing requirement was amended by the IRS, but many initially believed that the requirement had been fully suspended. However, the requirement was only lifted for some employers. However, for others (those not meeting the exemptions), the requirement remained in place and continues to be an annual requirement. So, you might be asking, “Who is required to file a Health and Welfare 5500?”

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Biden Administration's FY 2023 Budget Plan Calls for Corporate Tax Hikes

5/19/2022 - By Saltmarsh, Cleaveland & Gund

The fiscal year 2023 budget blueprint, released by the Biden administration on March 28, reflects the President’s policy objectives. It consists of a mix of familiar proposals and brand-new initiatives. The proposals are described in more detail in the General Explanations of the Administration’s Fiscal Year 2023 Revenue Proposals, better known as the “Green Book,” that was released with the budget, and include the President’s now-familiar calls for increasing the top corporate tax rate to 28%.

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Soaking in the SpringSaltmarsh Spring Parties

5/18/2022 - By Allie Jackson

If you haven’t noticed, Saltmarsh works hard and plays hard. We value time outside of our daily routines to get together, build that family-like camaraderie and take time to relax together. Our team takes care of our clients, and our firm takes care of our team, so we decided to practice some of our 33 Saltmarsh Way Fundamentals by #15 Celebrating Achievement, #22 Showing Meaningful Appreciation, #29 Investing in Relationships and #33 Keeping Things Fun!


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BankTech Bytes: Computer-Security Incident Notification Requirements for Banking Organizations and Their Bank Service Providers


This BankTech Bytes newsletter discusses Incident Notification Requirement updates from The Federal Register. 

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