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An Investing Plan for This YearDoing Less Can Lead to More
2/27/2025 - By David Booth (Dimensional Fund Advisors)
Every January, many of us commit to resolutions like eating healthier or exercising more, but a lot of us fall short of sticking to them—because lifestyle change is hard. Improving success in most areas of life demands increased effort and action. But investing is different in a way many of us have a hard time accepting: Doing less often means ending up with more. Read more...
Demystifying Personal Injury Settlements: A Guide to Navigating Your Claim
2/20/2025 - By Chris Stennett, CFP
This article will guide you through the essential considerations for managing a personal injury settlement, helping you avoid pitfalls and secure a stable financial future.
Saltmarsh Strenghthens Fair Lending Serviceswith Lorraine Faust's Addition to Financial Institutions Consulting Group
2/13/2025 - By Nancy Patton
We're excited to welcome Lorraine Faust, CRCM as the Director of Fair lending/Fair & Responsible Banking in the firm's Financial Institution Consulting Group!
Mastering the Tax TangoAn Accountants Guide to Cha-Cha through Tax Season
1/28/2025 - By Carlos Saldana and Casadi Shepherd
Tax season can feel like a daunting dance, but with the right steps, you can glide through it easily. The following step-by-step guide provides a quick twirl of tips to help you chassé through tax season from making sure you eat right to taking ownership of your time. Remember, even in the world of taxes, a little rhythm can make the process more enjoyable!
Reality Check: Capital Market Assumptions vs. Actual Returns
1/24/2025 - By Matthew Wicker, CFA (Dimensional Fund Advisors)
Every year, many investment and consulting firms release new CMAs, or capital market assumptions. CMAs can be useful for setting risk and return expectations and for long-term financial planning. However, as the old saying goes, it’s difficult to make predictions, especially about the future.1 Even well-constructed CMAs are not a crystal ball and, when used inappropriately, can lead to suboptimal outcomes for investors.(2)
Past Posts
- 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
- Reality Check: Capital Market Assumptions vs. Actual Returns
- The Power of Human Ingenuity
- 2024 Year in Review
- 16 Essential KPIs for Post-Acute Healthcare Facilities to Track
- Saltmarsh Announces Internal Promotions of 2025!
- Stacey Craig & Cristine Torrefranca Graduate From ConvergenceCoaching's 'Transformational Leadership Program'
- 7 Common Challenges in Healthcare Quality Improvement & How to Overcome Them
- Healthcare Regulatory Compliance Consulting
- The Importance of Stakeholder Communication for Healthcare Quality Improvement
- The Rise of Phishing Scams in Cyber Attacks
- Process Improvement in Post-Acute Healthcare
- Feeling Generous? Secure Your Own Financial Well-Being First!
- Skilled Nursing Providers: Review Your CMS SNF Provider Preview Reports by November 14, 2024
- Baldrige Excellence Framework
- Understanding the Updated CMS Form CMS-10055
- Election Years & Their Impact on the Market: A Data-Driven Perspective
- Strategies to Reduce Manufacturing Inventory Variances
- Tax Alert: Beneficial Ownership Information (BOI) Reporting Requirement
- Michael C. Hall Joins Saltmarsh Financial Advisors
- NEW Off-Cycle Reporting Requirements for SNF Medicare Revalidations
- Navigating the New CMS Skilled Nursing Facility Value-Based Purchasing Measures: Effective October 1, 2024
- View All Articles
