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…
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…
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.
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.”…
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”…
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…
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?
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.
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.
One of the areas our clients feel strongly about is Charitable Giving and many clients incorporate contributions as part of their overall financial plan.
As of March 27, 2020, the CARES Act was passed to relieve affected families.
When it comes to your investments, all you can really control is how you react when there is uncertainty.
Current market volatility insights relating to long-term retirement savings.
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.
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.