Northeast Private Client Group

08/28/2026

Thinking about the future of your dental practice is about more than deciding when to step away. A successful transition requires thoughtful planning well before that day arrives.

On September 22, our CEO, Mark B. Murphy, CLU®, ChFC®, will join Dr. Jason M. Auerbach and Bill Barrett for Beyond Chairside: Navigating Exit Strategies for Dentists, an educational discussion designed to help dental practice owners better understand the decisions that can shape a successful transition.

From understanding practice value and preparing financially to navigating the transition process itself, this conversation will bring together perspectives from across dentistry, finance, and law. Whether an exit is approaching or still years away, planning early can provide greater clarity, flexibility, and control over what comes next.

Event Details:
📅 September 22, 2026
⏰ 6:00-9:00 PM
📍 NJDA Headquarters

We are proud to participate alongside Mandelbaum Barrett PC, ddsmatch.com (DDSmatch Practice Transitions), MAX Surgical Specialty Management, and the New Jersey Dental Association in bringing this conversation to the dental community.

Register today: https://cvent.me/O3Ya8R

Thinking about what's next for your dental practice?

Join us for Beyond Chairside: Navigating Exit Strategies for Dentists, featuring insights from Dr. Jason Auerbach, William S. Barrett, and Mark Murphy.

Whether you're planning years in advance or actively considering your next chapter, you'll gain practical guidance on practice transitions, financial planning, valuation strategies, and preparing for a successful exit.

Register today: https://cvent.me/O3Ya8R

More panelists and event details to come.

DDS Match, Northeast Sequoia Private Client Group, MAX Surgical Specialty Management, and New Jersey Dental Association.

https://www.njda.org/ce-events-advertising/continuing-education/beyond-chairside--navigating-exit-strategies-for-dentists

08/14/2026

A great evening made even better by the people we had the opportunity to spend it with.

Our Financial Advisors, Lucas Murphy and Michael Millman, recently hosted a Client Appreciation Event at The Splendid Rooftop, bringing clients together for an evening of great conversation, networking, and connection.

At Northeast, we believe strong client relationships are built through more than the work we do together. They are strengthened by trust, meaningful conversations, and taking the time to connect beyond the day-to-day. Events like this give us an opportunity to celebrate the people and relationships that are at the heart of our firm.

Thank you to everyone who joined us and helped make it such a memorable evening. We look forward to many more opportunities to connect, celebrate, and continue building relationships together.

07/18/2026

One game. Countless predictions. One great team. ⚽

The FIFA World Cup brings people together from every corner of the globe, and this year, our Northeast team joined in the excitement by representing countries, sharing our predictions, and enjoying a little friendly competition around the office.

Who did you have winning it all? Let us know in the comments! 🌎🏆

07/17/2026

Our Chief Investment Officer, Christopher Pike, CFA®, shares his latest insights in this week's Thinking Out Loud note, "The Yo-Yo of FOMO and HALO".

🔹Markets are being pulled between two powerful themes: FOMO-driven enthusiasm for AI and semiconductors, and HALO-driven demand for durable, asset-heavy businesses such as utilities, energy, and industrials.

🔹This week’s volatility extended well beyond AI. Renewed Middle East fighting, higher oil prices, shifting inflation data, and uncertainty over the Federal Reserve’s next move all contributed to the swings.

🔹Inflation provided some relief, with consumer and producer prices declining in June—weakening the case for near-term rate hikes.

🔹AI-linked stocks remain under pressure as investors question whether record capital spending can generate returns sufficient to justify elevated valuations.

🔹Despite the turbulence, corporate earnings have started strongly, and we believe the recent pullback in AI, hyperscalers, and energy infrastructure is creating attractive opportunities for long-term investors.

Click here to read the full report: https://bit.ly/TOLYo-Yo

07/09/2026

We are proud to celebrate an incredible achievement by three of our leaders who have been recognized in the 2026 Forbes SHOOK America's Top Financial Security Professionals and Best-in-State Financial Security Professionals rankings.

Congratulations to:

🏆 Mark B. Murphy
🔹 #6 Top Financial Security Professional in the U.S.
🔹 #1 Best-in-State Financial Security Professional – New Jersey

🏆 Benjamin Bush
🔹 #22 Top Financial Security Professional in the U.S.
🔹 #2 Best-in-State Financial Security Professional – New Jersey

🏆 Adam Schlossberg
🔹 #24 Top Financial Security Professional in the U.S.
🔹 #4 Best-in-State Financial Security Professional – New Jersey

These recognitions are a reflection of the dedication, integrity, and client-focused philosophy that define Northeast Private Client Group. Every day, our team is committed to helping individuals, families, and business owners make informed decisions with confidence while building strategies designed to create lasting financial security.

We congratulate Mark, Ben, and Adam on this well-deserved honor. Your leadership, commitment to excellence, and unwavering focus on those you serve continue to set a standard not only within our firm, but across the profession.

Congratulations on this outstanding achievement! 🎉🎉

07/06/2026

From the office to the ballpark ⚾

Our team recently enjoyed an evening at Yankee Stadium, the kind of night that reinforces the culture we've built together. Between cheering on the Yankees, sharing plenty of laughs, and making memories together, we couldn't have asked for a better night out.

The scoreboard may tell one story, but the best moments came from the conversations, the camaraderie, and yes... a spirited rendition of YMCA that had everyone joining in.

07/04/2026

Today, we celebrate the values that have shaped our nation for generations: freedom, opportunity, perseverance, and unity.

As we gather with family, friends, and our communities this Independence Day, we also take a moment to reflect on those who have served and sacrificed to protect the freedoms we enjoy. Their dedication reminds us that lasting legacies are built through courage, commitment, and service to others.

From all of us at Northeast Private Client Group, we wish you and your loved ones a safe, joyful, and meaningful Fourth of July. May your day be filled with celebration, gratitude, and time spent with the people who matter most.

Happy Independence Day!

07/02/2026

In our 2026 Halftime Update "What Changed, What Matters, What’s Next?" our Chief Investment Officer, Christopher Pike, CFA®, reviews the first half of 2026 and provides our expectations for the remainder of the year.

🔹The February 28 U.S.–Israeli strike on Iran closed the Strait of Hormuz, sent Brent above $100 and gasoline past $4 — and markets shrugged. After a near-10% slide to 6,343 in late March, the S&P 500 recovered to fresh highs above 7,550 before a tech-led June pullback left it near 7,499.

🔹The advance was earnings-driven, not multiple-driven, and leadership broadened: Emerging Markets (+26.9% YTD), Small Caps, and International led, while the Magnificent Seven trailed the equal-weighted S&P 500 by over 14%. Our targets are unchanged — 7,500 base, 8,300 bull, 5,900 bear.

🔹The economy runs on two tracks: wealth-supported spending up top, lower-income households squeezed by negative real wages and a 2.6% savings rate. With unemployment at 4.3% and growth near 2.2%, the backdrop is cooling but
not breaking.

🔹The Iran conflict has settled into stalemate-détente — the June 17 Islamabad MOU ended hostilities and energy prices have retraced (Brent below $75) —though nuclear terms remain unresolved. This may help temper inflation expectations and help support growth and sentiment.

🔹At the Fed, expectations flipped from ~65bp of cuts to priced-in hikes, and new Chair Kevin Warsh's stripped-down, no-guidance debut makes every inflation print a volatility event. We expect the FOMC to keep hikes "live" but hold at 3.50%–3.75% with a hawkish bias.

🔹The AI capex super-cycle — tracking past $800bn in 2026 — remains the market's engine despite renewed bubble questions; we view the pullback as a buying opportunity, timing uncertain.

🔹In fixed income, spreads are tight and income attractive; we favor quality, stay patient on duration, and watch private credit stress closely.

Click here to read the full report: bit.ly/2026HalftimeUpdate

06/25/2026

Recently, our Financial Advisors, Kathy Hay and Conner Decker, had the opportunity to connect with a group of women focused on building the retirement they envision for themselves and their families.

Retirement planning is not a one-size-fits-all process. Every individual's goals, priorities, and vision for the future are unique, which is why personalized guidance is so important. Throughout the event, Kathy and Conner engaged in meaningful conversations, answered questions, and shared strategies designed to help attendees navigate their financial futures with greater clarity and confidence.

We are proud to support educational opportunities like these that empower individuals to make informed decisions and take meaningful steps toward their long-term goals.

Thank you to everyone who joined us for a thoughtful and engaging discussion.

06/24/2026

Great teams aren't built in a day. They're built through shared experiences, meaningful relationships, and the moments in between the work.

Our 2026 Summer BBQ was an opportunity to bring the Northeast team together to relax, connect, and enjoy time with one another outside of the office. From great food and conversation to plenty of laughs, it was a reminder of the culture that continues to make Northeast such a special place.

While we take pride in the work we do, we're equally grateful for the people who make it possible. Events like these reinforce what has always been at the heart of our firm: Family First, People First.

Thank you to everyone who joined us and helped make this year's Summer BBQ such a memorable celebration.