Resource HubPosts By Category
Navigating a Turbulent Stock Market: A Look at 2009-2019 versus Today
9/14/2023
Investing offers individuals the opportunity to achieve their goals, whether they seek short-term gains or long-term wealth accumulation. Over the past decade, the landscape of investing has witnessed significant shifts, presenting unique challenges to investors. Comparing the challenges faced by investors today to those of the period between 2009 and 2019 reveals a dynamic and evolving environment.
Register Now: Navigating Turbulent Financial Markets
9/12/2023
Join Saltmarsh Financial Advisors in Pensacola or Tampa for an unplugged conversation offering a look into the current investment climate with Apollo Lupescu, PhD, Vice President at Dimensional Fund Advisors!
5 Essential Documents for Your Estate Plan
7/25/2023
Facing our own mortality can be a tough topic to tackle, which is why estate planning is so crucial. Taking the time to plan ahead can provide peace of mind and assure that our wishes will be honored. We can decide who gets what, who takes care of the kids, and even how we want our healthcare handled. Estate planning is all about making things easier for us and our loved ones down the road.
Saltmarsh Financial Advisors Recognized as Top Wealth Advisory Firm by Accounting Today for the Third Time
6/23/2023
Saltmarsh Financial Advisors, LLC, is honored to be recognized by Accounting Today as a top firm by total assets under management (AUM) for the third year in a row.
Taking Care While Giving CareHighlights from our Building Confidence Part 2 Event
6/22/2023
Saltmarsh Financial Advisors hosted a virtual panel called Taking Care While Giving Care to provide information and resources for people caring for loved ones. The panel featured experts in financial planning, emotional wellness, physical wellness and elder care. Here are some of the important messages that came from this heartfelt event.
Dimensional Wins ETF Issuer of the Year and Best New Active ETF at 2023 ETF.com Awards
6/8/2023
Dimensional Fund Advisors was recently honored at the 2023 ETF.com Awards, winning ETF Issuer of the Year and more.
The U.S. Debt Ceiling
5/24/2023
Sometime around June 1, 2023, the United States is expected to reach its debt ceiling. In recent years this topic has caused turmoil in the financial market and impacted thousands in both the public and private sectors. So, what exactly is the debt ceiling?
Saltmarsh Hosts 'Building Confidence': A Women-Focused Event Series
5/23/2023
Throughout 2023 and 2024, Saltmarsh Financial Advisors will host a 4-part women-focused series centered on building confidence and community around the unique financial situations individuals may face in their lives. Featured segments will focus on the central themes of navigating loss, divorce, caregiving and philanthropic giving.
The Stock Market vs. Stocks in the MarketA Perspectives Blog from Dimensional Fund Advisors
5/10/2023
The collapse of First Republic Bank is a harsh reminder that any stock can go to zero, no matter how established a company is, or how loyal and wealthy its customers are.
The Value of Discipline in Value InvestingA Quick Take from Dimensional Fund Advisors
5/3/2023
Value stocks have gone through periods of both extreme over- and underperformance in recent years — a reminder that even reliable premiums can be volatile over shorter periods.
The Stuff They Didn't Teach You in SchoolAn Introduction to Financial Literacy
4/24/2023
These topics center around the broader category of financial literacy, which is generally not taught in the public school system. And if you feel unsure about your financial knowledge, you’re not alone.
8 Tips to Kickstart Your Savings & Investment Strategy
4/12/2023
Saving money is a critical component of a successful financial plan. If you don’t know how to begin managing your money, setting up a savings plan is a great way to start. Here are eight tips to kickstart your saving strategy!
Navigating Loss & Building ConfidenceHighlights from Part 1 in Our 'Building Confidence' Event Series
4/7/2023
Our Saltmarsh Financial Advisors hosted a discussion on Navigating Loss and the spectrum of challenges heirs can encounter. The panel included professionals in financial planning, estate planning, tax, hospice and mental health, all offering a different perspective on the topic. A few central themes emerged during the conversation that we wanted to share for those who were unable to attend.
Silicon Valley Bank Collapse Explained
4/6/2023
Silicon Valley Bank (SVB) was founded in 1983 in Northern California with the specific purpose of banking the up-and-coming technology sector. Over the next few decades, it grew into one of the 15 largest banks in the nation. In March 2023, financial regulators stepped in to remove management and control deposits, as the bank experienced a run on deposits. Though the dust has yet to settle, it’s important to understand the problems that lead to the bank’s downfall.
How to Build a Budget to Boost Your Savings
4/3/2023
October 12th is National Savings Day – a day to celebrate savings across the nation and reflect on the importance of maintaining healthy financial habits. A disciplined savings strategy is the foundation for building wealth, and often, the impact of saving a small amount consistently over time is underestimated.
Dimensional Ranked #1 in Barron's Best Fund Families of 2022
3/15/2023
Saltmarsh Financial Advisors is thrilled to share that our investment partner, Dimensional Fund Advisors, has been recognized as Barron's No. 1 "Best Fund Families of 2022!"
Christina Doss Receives "Woman in Business" Award
3/13/2023
We are proud to announce that Christina Doss, AAMS®, Investment Advisory Services Shareholder and Managing Director of Saltmarsh Financial Advisors, LLC, was honored as recipient of the Woman in Business, For-Profit Award at the Junior League of Pensacola’s Women’s Empowerment Awards on Wednesday, March 8th.
Two Steps Forward, One Step Back for InvestorsA Perspectives Blog from Dimensional Fund Advisors
2/22/2023
Consider everything investors have been through in recent years: a global pandemic, rapid inflation, war in Europe, and volatile stock and bond markets. It’s reasonable to feel uneasy in the face of so much uncertainty.
SECURE Act 2.0What You Need to Know
2/13/2023
As the final days of 2022 drew to a close, US lawmakers passed an omnibus spending bill authorizing $1.7 trillion in government spending. Included within the bill was a retirement-focused bill dubbed SECURE Act 2.0. The name references the original SECURE Act, which was passed almost three years ago to the day.
Which Country Will Outperform? Here's Why It Shouldn't Matter.A Perspectives Blog from Dimensional Fund Advisors
1/26/2023
Investors can benefit from understanding that they don’t need to predict which countries will deliver the best returns during the next quarter, next year, or next five years. Why?
2022: A Year to Forget?
1/17/2023
At the end of each year, we like to reflect on what transpired in the previous 12 months. The general tenet of last year’s article was that it was a year to remember for investors as stocks soared again. In contrast, this year was one many investors would like to forget. While we recognize the challenges this year brought, we feel it’s important to look back at what made this year so historic.
What Happened with FTX?
12/20/2022
Recently, my wife was scrolling through an online news site and asked me: “What happened to bitcoin?” She showed me a headline that read, “Crypto exchange FTX files for bankruptcy.” I told her that the bankruptcy of FTX ultimately amounted to a simple explanation: FRAUD.
Lessons Learned: Losing a Loved One
11/21/2022
This might sound dark, but there is no greater certainty in life than death. As financial advisors, part of our jobs is to help families create a plan for the future. This role often means having difficult conversations about a topic most of us would prefer not to discuss: death.
A Primer on Medicare
11/14/2022
Healthcare is one of the most important expenses to consider as individuals approach retirement. In the U.S., any citizen over the age of 65 is eligible to receive Medicare benefits. Just like Social Security, Medicare funding happens directly through your paycheck. Though most of us have been contributing to Medicare since our first job, it’s not a program we think much about until we approach retirement.
Digital Assets and 21st Century Estate Planning
11/7/2022
Today, more than ever, our daily routines are intertwined with a digital world that didn’t exist that long ago. Collectively, we wake up and check our phones. “For missed calls”, you ask? No, for every reason except actual phone calls. Maybe you want to look at last night’s photos, or check your emails, or check out your crypto wallet or just check in on social media. Whatever the reason, your phone has become the gateway to your life. Welcome to the 21st century! But what happens to your digital life when you’re no longer physically alive? The answer has a lot to do with the preparations you’ve made before you pass.
Past Posts By Category
- Navigating a Turbulent Stock Market: A Look at 2009-2019 versus Today
- Register Now: Navigating Turbulent Financial Markets
- 5 Essential Documents for Your Estate Plan
- Saltmarsh Financial Advisors Recognized as Top Wealth Advisory Firm by Accounting Today for the Third Time
- Taking Care While Giving Care
- Dimensional Wins ETF Issuer of the Year and Best New Active ETF at 2023 ETF.com Awards
- The U.S. Debt Ceiling
- Saltmarsh Hosts 'Building Confidence': A Women-Focused Event Series
- The Stock Market vs. Stocks in the Market
- The Value of Discipline in Value Investing
- The Stuff They Didn't Teach You in School
- 8 Tips to Kickstart Your Savings & Investment Strategy
- Navigating Loss & Building Confidence
- Silicon Valley Bank Collapse Explained
- How to Build a Budget to Boost Your Savings
- Dimensional Ranked #1 in Barron's Best Fund Families of 2022
- Christina Doss Receives "Woman in Business" Award
- Two Steps Forward, One Step Back for Investors
- SECURE Act 2.0
- Which Country Will Outperform? Here's Why It Shouldn't Matter.
- 2022: A Year to Forget?
- What Happened with FTX?
- Lessons Learned: Losing a Loved One
- A Primer on Medicare
- Digital Assets and 21st Century Estate Planning
- View All Posts
Contact Us
DESTIN/FORT WALTON BEACH
(850) 243-6713
ORLANDO
(407) 203-8990
NASHVILLE
(615) 661-0885
PENSACOLA
(850) 435-8300
TAMPA
(813) 287-1111
info@saltmarshcpa.com
(800) 477-7458
