In this month’s recap: another rate cut from the Federal Reserve, a strong hint of a partial U.S.-China trade deal, and stocks reach record heights again
Quarterly Economic Update
In this month’s recap: another rate cut from the Federal Reserve, a strong hint of a partial U.S.-China trade deal, and stocks reach record heights again
Monthly Economic Update- For December 2019
In this month’s recap: another rate cut from the Federal Reserve, a strong hint of a partial U.S.-China trade deal, and stocks reach record heights again
The Competitive Advantage
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).
Monthly Economic Update- For November 2019
In this month’s recap: another rate cut from the Federal Reserve, a strong hint of a partial U.S.-China trade deal, and stocks reach record heights again
Quarterly Economic Update
A Review of 3rd Quarter 2019, Presented by PensiomarkMeridien THE QUARTER IN BRIEF Summer doldrums? Not exactly. The third quarter brought a number of attention-getting events, and while investors took some cues from them in the short term, Wall Street’s confidence remained – the S&P 500 rose 1.19% in Q3. The abrupt devaluation of the Chinese yuan shocked traders, and shifting Treasury yields also made headlines. Trade negotiations between the … Read More
Senior Director Chris Barrett Interviewed by BenefitsPRO
The retirement service industry has always been an evolving marketplace. Over the last decade we’ve seen technological enhancements, results driven creativity with plan design, the race to zero with fee compression and the consolidation of providers on both the recordkeeping and investment platforms. With all the changes and enhancements that have taken place, one truth has remained. It has always been and will always be all about the retirement plan … Read More
PensionmarkMeridien® Deepens Corporate Services Bench
In the continued pursuit of growth, PensionmarkMeridien remains committed to adding top-tier talent to the organization to best serve our valued clients. We are pleased to announce that Christopher Barrett has joined our firm on June 17 th as a Senior Director focused on Corporate Retirement Plans and Executive Benefits opportunities. Chris has spent over 30 years helping large recordkeepers and investment managers such as Transamerica and MFS service their clients. He … Read More