Resources
We aim to educate our clients through the noise in the marketplace to make informed decisions about their wealth.
NEFG Newsletter Articles
Small Businesses More Optimistic but Can’t Find Qualified Workers for Jobs
Seven percent of owners cited labor costs as their top business problem and 24% said that labor quality was their top business problem. Finding eligible workers to fill open positions will become increasingly difficult for small business owners.
That $1.9 Trillion Stimulus Might Cause Inflation
The current job market landscape is a warning sign of how painful the U.S. economy is for many, as over 745,000 Americans filed for first time-unemployment claims at the end of February.
Markets Mixed as Long-Term Rates Rise and Oil Leaps
The major U.S. stock indices were mixed as longer-term interest rates continued climbing. While the mega-cap DJIA and the large-cap S&P 500 managed weekly gains and NASDAQ and the Russell 2000 dropped, it is worth noting that both the DJIA and S&P 500 are ahead of NASDAQ on a YTD basis – and that hasn’t happened in quite some time.
Small Biz Optimism Drops Amidst Huge Opposition to Proposed Nationwide $15 Minimum Wage Hike
The NFIB Optimism Index declined in January to 95.0, down 0.9 from December and three points below the 47-year average of 98…
Wild GameStop Ride & Vehicle Sales Rebound
For the month of January, “Unit Sales” rose to 16.6 million for the best rate since almost a year ago, when unit sales hit 16.8 million in February 2020…
Stocks Continue 2020 Rally Hitting New Highs
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
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…
Small Businesses Struggling to Hire
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.”…
U.S Stock Markets Reach New Highs
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.
Retail Sales and International Trade
NEFG Insights
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.