PensionmarkMeridien

04/03/2026

March was a month that reminded investors just how quickly the narrative can shift.
Conflict with Iran sent oil prices sharply higher, adding to inflation pressures that were already proving hard to contain. At its March 17-18 meeting, the Federal Reserve held rates steady and raised its own inflation forecasts, signaling that rate cuts are not on the horizon.
Consumer sentiment deteriorated over the course of the month, and equity markets sold off broadly.
Head to our website, https://pensionmarkmeridien.com/monthly-economic-review-march-2026/ , to read the full market review or to subscribe and get insights delivered straight to your inbox.

Stocks declined as oil prices surged amid Iran conflict. The Fed held rates steady raised inflation forecasts and postponed rate cuts while borrowing costs climbed.

12/10/2025

It is with great sorrow that we share that on Wednesday, December 3rd, PensionmarkMeridien lost a dear friend and so much more than a trusted confidant. Susan had been part of our company’s story for so long that her presence became woven into the very fabric of who we are as a company today. Her loyalty, strength, business acumen, wisdom, and practicality shaped not only our business, but also the people within it.
Proudly Brooklyn-born and raised, a Yankees fan and always a New Yorker in her heart, Susan moved to Rhode Island and joined the firm in 1982, long before it grew into what we now know as PensionmarkMeridien.

She began as our Controller, later served as our Fin-Op, and eventually became our Vice President of Finance. Her guidance supported multiple generations of leadership, and her relationship with our current President spanned decades, offering unwavering mentorship and care.

In 2008, Susan moved to Maryland to be closer to her family, becoming one of our earliest remote team members well before remote work was common. After 35 years of dedication, Susan officially retired in 2017. She remained a deeply rooted, treasured part of our history and our hearts, visiting us and keeping in touch when she could.

Susan leaves behind her loving family and friends including her daughter, son-in-law, grandchild, and younger siblings. Please keep her family in your thoughts during this difficult time.
We will miss Susan dearly - her spirit, her steady presence, and the impact she had on so many of us. We will make sure to continue to duly execute, back-up, question, and document just as she taught us.

11/18/2025

In the time span of a week our small office came together to donate the makings for a total of 38 baskets filed with a few essentials to make a thanksgiving dinner and collected over a dozen bags of shelf stable food .

We are so incredibly proud of the kindness, and spirit of giving shown by each of our team members who contributed, helped put the boxes together and transported them from our office to a distribution spot where all of it will be put to good use.

11/11/2025

Please join us in congratulating Karen Robinson on passing the Accredited Investment Fiduciary exam and earning the AIF designation! This is an incredible achievement — especially within your first month on the team. We’re excited to see all that you’ll accomplish on your journey with PensionmarkMeridien!

11/04/2025

For years, PensionmarkMeridien has proudly supported the American Heart Association as a sponsor and by attending their Southern New England Heart Ball fundraiser — and this year was no exception.
The evening was filled with inspiration, generosity, and a shared commitment to advancing heart health and life-saving research. We're proud to contribute to the AHA’s mission and grateful for the opportunity to support such meaningful work.
A heartfelt thank-you to the organizers, volunteers, and everyone who came together to make the night possible!

10/31/2025

Our PensionmarkMeridien team continues to grow! Please join us in welcoming Karen Robinson as the newest member of our team. We’re thrilled to have her on board!

10/31/2025

We were honored to support the 13th Annual Beer & Wine Event hosted by Nathan’s Angels Memorial Foundation on September 26th.

While we couldn’t attend, we’re grateful to share a few photos from the evening—including the foundation’s co-founders - Melissa (Nathan’s mom), Lucille, Emily, and Sandra. And two honoring past grant recipients whose lives have been touched.

What makes this foundation truly remarkable is that it’s run entirely by dedicated, unpaid volunteers, and every aspect of the event—from food and décor to venue space, entertainment, and even the beverages—is generously donated by local businesses.

Because of community support like that, over $750,000 has been raised since 2012 which goes directly to grants for children in our community battling critical cancer diagnosis’s.
We can’t wait next years event!

Learn more about the foundation and their work here: https://nathansangels.com/

10/29/2025

Despite the government shutdown, political noise and mixed data, markets continue to find their footing. With Big Tech earnings and the Fed meeting ahead, investors are watching closely — but confidence remains.

Want the full story and a peek at what could be in store for the week ahead?
Click > https://pensionmarkmeridien.com/economic-trends-and-market-highlights-october-28/ to dive in.

Stay informed and reach out if you have any questions

Despite political turmoil and mixed data, the markets continue to find their footing. With another Fed decision and major earnings on the horizon, staying informed matters more than ever. Read our complete market overview on our website.

09/29/2025

We’re proud to share that our CEO, Mikko Passananti, was invited to speak at Lion Street’s annual meeting — the Indaba gathering, held earlier this month, is the most important idea sharing and practice management meeting held with Lion Street owners, principals and partners. His session, based on his personal experience with business succession and continuity, was a part of the platform’s session called “Owner Ideas: Succession & Continuity Planning, Partner Buyouts, & Developing Producers in Your Practice”, which explored strategies shaping the future of our firms and our industry.

Mikko’s participation reflects not only his commitment to creating long-term value for PensionmarkMeridien's clients and families, but also his dedication to empowering other firms to thrive. Events like Indaba remind us that true leadership isn’t just about guiding your own company — it’s about collaborating with peers, exchanging ideas, and building innovative solutions that leave a lasting impact.

09/25/2025

We are proud of our colleague Michelle Noon who spent time at the Saints Rose and Clement Garden, helping to grow fresh produce that is donated to the Westbay Community Action Marketplace. 🍅

A big shout-out as well to all the students and young adults who showed up to lend their energy and time, your commitment makes a lasting impact on our community.

The garden is always looking for helping hands—if you’re free on a Saturday from 10 AM–12 PM, it’s a wonderful way to connect with others and give back.

To see the original Facebook post, the smiling faces of a few of the volunteers or to get additional details on how you too can volunteer at the garden, use the link below.https://www.facebook.com/200brentwoodave/posts/pfbid02z94ypTtPbNvE2EWkmbhDjCb6a838ioT3Dj4upkxa7svMHfCVaCbszW8kQXxPGcT3l

09/23/2025

This year, PensionmarkMeridien is proud to support Nathan’s Angels Memorial Foundation and their 13th Annual Beer & Wine Event happening on September 26. Nathan’s Angels is a remarkable local foundation that helps families during the unimaginable — when a child is facing a critical cancer diagnosis. By providing financial grants, they help ease some of the burden for children and their families during one of life’s hardest battles, giving them the gift of focusing on what matters most: time together.

While this year’s Annual Beer & Wine Event is sold out, you can still join us in supporting the incredible work Nathan’s Angels does for families in our community: https://nathansangels.com/