Since 1975, PensionmarkMeridien has provided wealth management, retirement plan, insurance, and executive benefit services to individuals and corporations across industries and demographics. We’ve remained steadfast in our resolve to guide clients through recent economic obstacles such as COVID-19, rising interest rates, inflation, and staffing difficulties.

As 2023 begins, corporate clients continue to face the challenge of attracting and retaining talent. Workforce competition will remain, despite our anticipation of an uptick in unemployment.  Reviewing how benefits programs can be customized to attract and retain top team members should be at the top of employers’ strategies. Legislatively, the SECURE Act 2.0 provides a host of issues for corporations, employees, and individual investors to maneuver.

While inflation has been at the forefront of economic news, leading indicators show it’s expected to decline. Additionally, we’re nearing the end of aggressive interest rate increases, leading to potentially more attractive investment opportunities for Southern New England business capital expenditures, M&A activity, and personal investments. PensionmarkMeridien is here to help navigate 2023 and beyond.

Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark® is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC)