Northeast Private Client Group

09/16/2026

An internship is more than a summer experience. It can be the beginning of what comes next.

This summer, our 2026 interns had the opportunity to learn, contribute, collaborate, and experience firsthand what it means to be part of the Northeast team. From gaining real-world exposure and developing new skills to building relationships with professionals across our firm, each step was an opportunity for growth.

Our Internship Journey video captures their experience through their own perspectives, highlighting the lessons they learned, the connections they made, and the moments that helped shape their summer at Northeast.

Watch the full 2026 Internship Journey video on our YouTube channel to hear directly from this year’s interns and see more from their experience ➡️ https://bit.ly/InternshipJourney2026

09/15/2026

Our Chief Investment Officer, Christopher Pike, CFA®, shares his latest insights in this week's Thinking Out Loud note, "Two Sides of Different Coins".

🔹AI-related stocks have come under pressure as higher interest-rate expectations, concerns over AI monetization, and growing regulatory and safety scrutiny have weakened investor sentiment.

🔹We distinguish between frontier AI development and the broader AI infrastructure opportunity. Regulation or slower progress in advanced AI models does not necessarily translate into weaker demand for data centers, semiconductors, networking, power, cooling, and electrical equipment.

🔹Demand for computing extends well beyond frontier models. Existing AI applications, cloud computing, software development, data processing, simulations, and other digital workloads should continue to require significant computing capacity.

🔹Risk increases as investors move higher in the AI value chain. Frontier-model developers face greater regulatory, competitive, and profitability risk, while infrastructure providers benefit from a broader mix of AI and non-AI demand.

🔹We believe overbuilding is the more important long-term risk to the infrastructure thesis. Excess computing and data-center capacity could pressure utilization, pricing, and returns; however, concerns about slower frontier-model development may be having an outsized influence on infrastructure stocks in the near term.

Click here to read the full report: https://bit.ly/TOLTwoSidesofDifferentCoins

09/07/2026

This Labor Day, we recognize the people whose dedication, talent, and commitment make progress possible every day.

At Northeast, we know that the strength of our firm begins with our people. We are grateful for the professionals across our team who bring their expertise, energy, and care to the work they do and to the clients and communities we have the privilege of serving.

Today is also an opportunity to recognize hardworking individuals everywhere and the contributions they make to their organizations, families, and communities.

From all of us at Northeast Private Client Group, we hope you enjoyed a safe, relaxing, and well-deserved Labor Day with the people who matter most 🇺🇸

09/04/2026

Recently, the Northeast team traded the office for the tee box and spent some time together at Topgolf. Between a little friendly competition, plenty of laughs, and a few impressive swings, it was a great opportunity to connect outside of our day-to-day work.

We’re grateful for moments like these and, most importantly, for the people who make Northeast the team it is.

Here’s to great people, great memories, and maybe a few future golf pros in the making! ⛳🏌️

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.