Northeast Private Client Group

Our 2025 Outlook is now available! Dive into the insights and forecasts from our CIO, Christopher Pike, CFA®, to navigate the year ahead with confidence. The post-pandemic era continues to bring unprecedented economic and geopolitical challenges. In 2024, national elections across 60+ countries representing 50% of global GDP will shape politics, policy, and capital markets. Expect the unexpected in 2025, as geopolitical uncertainty remains high, laying the foundation for potential disruptions and surprises. Chris unpacks this and more in our "2025 Outlook" note: "Miles To Go And Promises To Keep." https://bit.ly/3Cb1FPl #FinancialPlanning #InvestmentTrends #EconomicForecast #AdvisorInsights #Northeast

Our Managing Partner, Benjamin Bush, shares crucial updates on 401(k) funding limits for 2025 straight from the IRS. Key Updates: - For those under 50, the contribution limit increases to $23,500. - Catch-Up Contributions (ages 50–59): Up to $31,000. - Introducing the "Super Catch-Up" Contribution (ages 60–63): Maxes out at $34,750. Navigating these changes can be complex, but understanding how to maximize your retirement contributions is key to long-term financial planning. Ben explains the nuances of these new regulations and emphasizes the importance of strategic retirement planning tailored to your financial situation. At Northeast, we're dedicated to helping you optimize your contributions to achieve your retirement goals. For personalized guidance on navigating these new limits and making informed decisions about your retirement savings, reach out to us today. 💻 https://lnkd.in/dzV-sBmp #RetirementPlanning #401k #FinancialAdvisory #Taxes

Our CEO, Mark B. Murphy, recently featured in Dental Economics, shares his profound experiences learning from dental industry legends, Kim McGuire and Dr. Brett Kessler. This article goes into Mark's personal insights on the significance of mentorship, strategic communication, and building a purpose-driven career in the challenging world of dentistry. Drawing from his encounters with these influential figures, Mark emphasizes the transformative power of adept guidance and collaboration in achieving entrepreneurial success. Whether it's navigating the intricacies of dental practice management or pioneering innovative business models, the lessons imparted by Kim and Dr. Kessler highlight the enduring impact of visionary leadership. Mark's discussion extends beyond mere business strategies to embrace the holistic well-being of dental professionals, underscoring his belief in wellness as a cornerstone of professional and personal fulfillment. Read the full article here ➡️ https://bit.ly/4eLETem #LeadershipInsights #DentalEconomics #Mentorship #StrategicGrowth #Dental

Our CEO, Mark B. Murphy, recently featured in Dental Economics, shares his profound experiences learning from dental industry legends, Kim McGuire and Dr. Brett Kessler. This article goes into Mark's personal insights on the significance of mentorship, strategic communication, and building a purpose-driven career in the challenging world of dentistry. Drawing from his encounters with these influential figures, Mark emphasizes the transformative power of adept guidance and collaboration in achieving entrepreneurial success. Whether it's navigating the intricacies of dental practice management or pioneering innovative business models, the lessons imparted by Kim and Dr. Kessler highlight the enduring impact of visionary leadership. Mark's discussion extends beyond mere business strategies to embrace the holistic well-being of dental professionals, underscoring his belief in wellness as a cornerstone of professional and personal fulfillment. Read the full article here ➡️ https://bit.ly/4eLETem #LeadershipInsights #DentalEconomics #Mentorship #StrategicGrowth #Dental

At Northeast Sequoia Private Client Group, success isn't just measured by numbers—it's defined by the dedication, collaboration, and passion of our team. As Scott Rothman, our President, puts it: "At NEPCG, every team member's contribution is valued, and every success is celebrated." This statement reflects the heart of who we are. We believe that every individual on our team plays a critical role in shaping our achievements. From innovative ideas to day-to-day execution, no effort goes unnoticed, and no milestone is too small to honor. By valuing each team member's unique contributions, we've created a culture where collaboration thrives and where every success is shared. It's this spirit of mutual respect and appreciation that propels us forward—allowing us to serve our clients with excellence and integrity. At NEPCG, we're not just building a company; we're building a legacy of teamwork, innovation, and shared triumphs. Here's to celebrating each step of the journey—together. #Leadership #Team #NEPCG #Collaboration #Workplace

Our CEO, Mark B. Murphy, had an insightful evening speaking at the Exit Strategies for Business Owners seminar, in collaboration with Mandelbaum Barrett PC, Sun Mergers & Acquisitions, and RRBB Certified Public Accountants. Mark shared his expertise on the unchanging spirit of entrepreneurship, the importance of living a life of purpose, and viewing business transitions as milestones, not finish lines. Mark highlighted the unique mindset of entrepreneurs, emphasizing that true success goes beyond creating multigenerational wealth—it's about designing a life you never want to retire from. He underscored the significance of both financial and psychological preparation for business transitions, offering invaluable guidance to attendees. Thank you to all who joined this impactful event to exchange ideas and elevate the entrepreneurial journey. #ExitStrategies #Entrepreneurship #Business #Leadership

In my conversation on the Dental Momentum Podcast, hosted by Jared Duckett and William Ladd, I shared how the key to scaling a business isn't just grinding harder—it's about building meaningful collaborations. Hard work will get you far, but if you're aiming for exponential growth—5x, 20x, or even 100x—it's the connections, partnerships, and shared vision that make the real difference. From my early days finding synergy with incredible mentors to building a client-centric firm, I've seen firsthand how collaboration creates opportunities that hard work alone can't. Want to hear how I built a business that resonates with entrepreneurial thinkers and fosters lasting success? Watch the full episode for actionable insights and stories that might just shift the way you think about growth. Watch here: https://lnkd.in/eDfCbQN4 #DentalMomentumPodcast #Entrepreneurship #BusinessGrowth #Collaboration #Leadership

At Northeast Sequoia Private Client Group, we believe that true execution is more than just a task—it's an art. Mitchell Lanzl captures this ethos, underscoring our commitment to not only setting ambitious goals but also rigorously aligning our strategies with reality to meet them. It's about synchronizing our team's efforts with our client's objectives to turn visionary plans into tangible results. This approach ensures that the results we promise are those we deliver, solidifying trust and fostering lasting partnerships. How do you align your daily actions with your long-term goals to ensure successful outcomes? #StrategicSuccess #Goals #Teamwork

We always strive to remain politically agnostic when drafting our missives, and this installment is no exception. To this end, the main objective of our recent note is to convey what we believe investors could expect from the economy and capital markets in the near and intermediate term. Leading into Election Day, most political pundits and pollsters expected a close race. Our analysis and research going into Election Night also suggested that the outcome of the 2024 Presidential Election was a toss-up. However, we had expected control in the Senate and the House to flip. Further, regardless of who ultimately occupied the Oval Office, our base-case assumption of a split Congress would have promoted status quo policy initiatives. Now we know for certain that Republicans will control Congress and the Oval Office, an outcome we assigned a low probability to a little over a week ago. Given the unprecedented nature of the time leading up to and on Election Day, we can only presume that investors should expect more of the unexpected going forward. Many policy initiatives may now be either fast-tracked through Congress or have a smooth glide path for implementation. However, as we can see, much of President-Elect Trump's platform may be inflationary and could stymie economic growth in the intermediate term. Despite a more cautious view regarding the ramifications of a Trump 2.0 Presidency, we believe the market may continue to rally in the near term while the economy kicks any recession risk further down the road. Within our note, we further highlight those sectors and industries that may benefit and those that may not. Christopher Pike, CFA, CIO of Northeast Private Client Group, unpacks this and more in our latest "Thinking Out Loud" note: "Expect The Unexpected." bit.ly/3CDsQ57 #MarketInsights #EconomicOutlook #inflation #CapitalMarkets #ThinkingOutLoud

Our CEO, Mark B. Murphy, had the privilege of speaking at the "Structure Your Legacy" event, alongside Shannon Aronson and other distinguished experts in tax strategy and estate law. It was an event filled with in-depth discussions on how to secure and enhance multigenerational wealth through intelligent investment and strategic estate planning. They spoke on the essentials of creating a financial legacy that not only stands the test of time but also provides for future generations in meaningful ways. It was inspiring to connect with so many of you who have invested in Shannon's syndications and are committed to growing your legacy with foresight and purpose. Thank you to everyone who joined us for this enlightening session. #StructureYourLegacy #FinancialPlanning #EstatePlanning #InvestmentStrategy