Resources
We aim to educate our clients through the noise in the marketplace to make informed decisions about their wealth.
NEFG Newsletter Articles
The NASDAQ Bear Woke Up Angry on March 7th
Bear markets happen. Bull markets happen. Just stick to your financial plan, and stay calm and disciplined. When the market sours or slumps, don’t believe talk that this time it is different. It is not.
Market Insights – February 12, 2022
Large caps retreat as small- and mid-caps advance amidst 40-year-high inflation numbers and worries over Ukraine.
IRS Makes Contribution Limit Changes for 2022
The Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2022 has increased to $20,500, up from $19,500 for 2021 and 2020…
Global Market Commentary: Fourth Quarter 2021
Global equity markets had a volatile fourth quarter, but when the final Wall Street-bell rang in the New Year, global markets recorded very decent numbers, as the good returns from the first and third month sandwiched a less than stellar second month…
Uncertainty Surrounding Omicron and Lingering Inflationary Worries Drive Volatility to Spike and Equity Markets to Retreat
- It was another very volatile week for Wall Street as the variant Omicron was seemingly on everyone’s mind, but there were more worrisome thoughts versus positive ones as all the major U.S. equity markets declined
Very Mixed Sector Performance for November
Over every single time period, sector performance will be driven largely by factors one would expect, such as the overall state of the economy, underlying corporate earnings, current and predicted interest rates, and inflation, among other factors…
Small Businesses Feeling Less Optimistic as Hiring & Supply Chain Disruptions are Having an Impact
There are over 30 million small businesses in the United States, according to the Small Business Administration and small businesses comprise about 99% of all U.S. businesses…
Homeownership Rate Drops From 2020, Consumers Sentiment Stays As-Is and Construction Spending Falls
On November 2nd, the U.S. Census Bureau announced the following residential vacancies and homeownership statistics for the third quarter 2021…
Manufacturing Prices Spike as Higher Shipping Costs Continue Unabated
Manufacturing input costs rose at an accelerated rate in September, increasing at one of the sharpest rates seen over the past decade as supply shortages were exacerbated by ever-higher shipping costs. Demand growth cooled, however, alleviating some of the upward pressure on prices, linked in part to less companies building safety stocks compared to earlier in the year…
Job Openings Still High at 10.4 Million & Number of “Quits” at All Time High
On Tuesday, October 12th, the Labor Department reported that the number of job openings declined to 10.4 million on the last business day of August following a series high in July…
NEFG Insights
Alternatives to a Stretch IRA
Alternatives to Stretch IRAsFinancial Wellness Program We understand your financial goals are unique to you, and your...
The CARES Act and Charitable Contributions
CARES Act and Charitable ContributionsFinancial Wellness Program We understand your financial goals are unique to you,...
CARES Act Information for Plan Sponsors
CARES Act Information for Plan Sponsors We hope all that all is well during these extraordinary times. Northeast...
Tips for Surviving Market Volatility During COVID-19
Tips for Surviving Market Volatility During COVID-19Financial Wellness Program We understand your financial goals are...
Understanding Market Downturns
Understanding Market DownturnsNortheast Financial Group wants you to know that you have a trusted fiduciary partner in...
Compliance Reference
IRS
The Internal Revenue Service provides useful information for retirement plan sponsors on their website. Discover retirement plan best practices and current guidelines by visiting the IRS website.
Department of Labor
The Department of Labor provides educational materials for retirement plan participants on their website. Find articles of interest relating to investments, retirement plan fees and tips to help employees make informed decisions regarding their savings.
Strategic Partners
Power Kunkle HR Solutions, LLC
An employee benefits consulting firms, assisting employers in maximizing insurance and employee benefit. Located in Wyomissing PA.
McConkey Insurance & Benefits
An independent insurance agency offering a comprehensive suite of insurance solutions. Located in York PA.
Financial Wellness Program
We understand your financial goals are unique to you, and your path to achieving them requires careful goal-setting, diligent planning, and ongoing monitoring of your investment decisions.