What has Your Advisor Done for You?

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When your team is charging down the field towards a retirement touchdown, you’ll want someone who’s not just cheering you on but able to assist with questions, concerns and participant education.

February Monthly Economic Update

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As investors saw in January, these high-multiple stocks can come under pressure as bond yields trend higher. The reason for this is twofold. First, when rates tick up, it’s more difficult to forecast future earnings. Second, higher rates may increase a firm’s cost of capital.

A Weekly Economic Update

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At the start of the week, stocks extended the previous week’s rally with some high-growth companies leading the move higher. Strong company profits fueled the market the middle of the week, until an earnings disappointment from a mega-cap company took investors by surprise.

Be Heart Smart & Learn How You Can Keep Your Heart Healthy

Alexis DuffyUncategorized

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A place to start learning is here : National Heart, Lung and Blood Institute  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).

A Weekly Economic Update

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An exceptionally volatile week, marked by wide intraday price swings, whipsawed investors with stocks ending higher following a surge to the upside on the final trading day of the week.

A Weekly Economic Update

Alexis DuffyNewsroom

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Markets responded calmly as both numbers were in the neighborhood of expectations and the monthly increase for each moderated from previous single-month increases. The price pressures are expected to remain in the face of continuing supply chain constraints and wage growth. The pace and persistence of price increases may influence the speed at which the Fed may tighten in the year ahead.

What has your advisor done for you?

Alexis DuffyNewsroom

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PensionmarkMeridien is a full-service Retirement Plan Advisor that can help reduce plan sponsor workloads and improve participant outcomes. We assist with fiduciary governance, education, relationship management and all the support your plan needs.