We aim to educate our clients through the noise in the marketplace to make informed decisions about their wealth.

NEFG Newsletter Articles

Stocks Continue 2020 Rally Hitting New Highs

Jan 12, 2020

The amazing record-setting rally that closed out 2020 carried into the beginning of 2021 as the major U.S. equity indices closed at new record highs…

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Construction Spending and Retail Sales Remain Strong

Jan 12, 2020

Based on the release from January 5th, the Johnson Redbook Index supports the notion that retail sales remain strong, especially after the holiday spending season that is so important to retailers…

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U.S Stock Markets Reach New Highs

Dec 5, 2020

U.S. stocks closed out the month of November by setting records and continued their winning ways for the remainder of the week, with the four major U.S. equity indices hitting new intraday highs by Friday.

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Small Businesses Struggling to Hire

Dec 9, 2020

As reported in the most recent NFIB November Jobs Report, “finding qualified employees remains a problem for small business owners with 89% of those hiring or trying to hire reporting few or no ‘qualified’ applicants for the positions they were trying to fill.”…

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Retail Sales and International Trade

Nov 12, 2020

It seems everyone is talking about the 2020 election and S&P 500 companies are no different. As proof, look at the research conducted by FactSet when it searched for the term “election”…

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Wall Street Rejoices at the Notion of a Divided Congress

Nov 12, 2020

Stocks leapt on the week and recorded their largest weekly increase since April, despite not knowing who our next president will be. By the time the markets closed Friday, it appeared that Biden had a clearer path…

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GDP: From Worst to Best in 3 Months

Oct 9, 2020

Remember back on July 30th when the Commerce Department reported its “Advance Estimate” that GDP decreased at an annual rate of 32.9% in the second quarter of 2020?

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Manufacturing Improves

Sep 8, 2020

In 1970, manufacturing was over 24% of our GDP, double what it is today. In 1970, China was the world’s fifth-largest manufacturer, but it took the top spot in 2010, replacing the United States.

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NEFG Insights

Alternatives to a Stretch IRA

Alternatives to a Stretch IRA

Since their introduction in 1974, IRAs have become one of the most popular tools for retirement savings. And with an average of one out of three Americans now owning an IRA, they are also among the most significant assets addressed in many estate plans.

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Compliance Reference


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.