Northeast Private Client Group

A Team Committed To Your Future Northeast Private Client Group is a distinguished boutique financial advisory firm, driven by a profound commitment to our guiding principles, which enable us to consistently deliver exceptional results. As strategic business advisors and critical thinkers, we are dedicated to empowering entrepreneurs and professionals in the pursuit of genuine and often multigenerational wealth. Our firm was established on the foundational belief that true success is achieved through attentive listening and proactive engagement, allowing us to guide our clients toward enduring financial equilibrium. learn more BUSINESS DEVELOPMENT RETIREMENT PLANNING INVESTMENT SERVICES ESTATE PLANNING Wealth And Asset Protection Insurance Services RECOGNITION* Your Success Story Starts Here BOOK NOW Your Success Story Starts Here BOOK NOW Why Choose Northeast Private Client Group? When you choose to work with Northeast Private Client Group, you’re selecting a partner committed to cultivating a long-term, trusted relationship. Our mission is to provide you with tailored, objective, and thoughtful advice that not only inspires confidence but also offers the reassurance you need to focus on what truly matters—pursuing your passions, dreams, and goals. We believe that by understanding your unique needs and aspirations, we can help you navigate the complexities of wealth management, ensuring your financial decisions align with your vision for the future. Our Partners We are a group of passionate, independent thinkers who never stop exploring new ways to improve trading for the self-directed investor. Mark B. Murphy, CLU®, ChFC® Chief Executive Officer Adam Schlossberg, CFP® Managing Partner Benjamin Bush, CLU®, ChFC® Managing Partner Meet the Team Mark B. Murphy, CLU®, ChFC® Chief Executive Officer Adam Schlossberg, CFP® Managing Partner Benjamin Bush, CLU®, ChFC® Managing Partner Scott Rothman President NEPCG HIGHLIGHTS 350+ retirement plans 150+ years of executive and partner experience 2,500+ clients under management Life insurance premiums over $36 million Cash value under management over $360 million Death benefit protection over $3.1 billion Over $1 billion client asset administration and consultation CEO is ranked #1 in N.J. and #3- in the nation on the 2023 Forbes America’s Top Financial Security Professional List CEO contributes monthly to Dental Economics, a leading business journal for the dental profession. “The Ultimate Investment”, has ranked #1 new release and #1 best-seller on Amazon. NEPCG provides roadmaps to growing your business. Top 40 U.S. podcast, “Hero of our Hour” attracts new entrepreneur and business owner. insights Click here to get in-depth updates and analysis covering everything from mid-year outlooks to insights on the current state of the market. INSIGHTS 2023 Outlook We can’t remember a time over the last 20 to 30 years when the consensus expectation for capital markets and global economies have been so synchronized. In our 2023 Outlook, we try to avoid the herd mentality of the great consensus expectation unless we can find evidence to support it. In doing so, we unpack our views on the economy, inflation, and recession. Finally, we provide our expectations for capital market returns in 2023. Read more about our views herein. 2022 Mid-Year Update While COVID continues to disrupt a classic economic life cycle, we still believe the U.S. economy remains below peak levels and is somewhere just shy of halfway to its peak. However, the exact location on the economic life-cycle curve is unknown given both the idiosyncratic nature of a global pandemic and the unprecedented fiscal and monetary response from international central bankers. Read more about our views herein. 2022 Outlook 2021 started on relatively solid footing following the tumult offered up in 2020. During the first quarter of 2021, the S&P 500 increased by 6.2%, while the NASDAQ and Dow registered gains of 3.0% and 8.3%, respectively. Most bond indices were down through the first 90 days of 2021, led lower by longer-duration government bonds, as the 10Yr U.S. Treasury (10Yr TSY) backed-up1 by over 80bps (0.8%) to 1.74%… 2021 Mid-Year Update Our 2021 Outlook, entitled “Hope Over Despair,” outlined our prologue for a post-COVID world. And thus far through 2021, our optimistic stance has triumphed over our doubts and fears. While quite a few of our prognostications are coming to fruition, we were surprised about how several economic and capital market trends evolved. In hindsight, the unprecedented circumstances surrounding a global pandemic changed our present and future in unexpected ways. Read more about our views herein. 2021 Outlook 2020 will be remembered as a seminal year that challenged humanity’s compassion, ingenuity, resolve, and tolerance. However, with all the despair and divisiveness, hope was provided through several highly effective vaccination prospects and therapeutics. Despite all the carnage caused by COVID 19 during 2020, the S&P provided investors with a total return of over 18%. However, unlike 2019, which we coined as the year of the “everything rally,” capital market performance was more discerning. COVID 19 and the ensuing global recession ended the 129th… 2020 Outlook 2019 was the year of the “everything rally.” Investors’ fear of missing out (FOMO) combined with there is no other alternative (TINA) has helped offset the 4Q18 sell-off. The geopolitical outlook remains uncertain and poses a significant risk to any economic and capital market outlook going forward. While the current capital market and economic cycle seem extended from a historical perspective, most… Family First, People First Create a Wow Experience Accountable & Dependable Team Player Emotional Fitness Great People Skills Innovate Growth Mindset Have A Question? Name Email Mailing address Send Contact Office: 973-422-9140 Mobile: 862-485-5806 Fax: (201) 308-8914 103 Eisenhower Parkway Suite 308 Roseland, NJ 07068 [email protected] Facebook Linkedin Youtube Company About Blog Careers Legal Terms & Conditions Privacy & Policy Contact Support Documentation 2024 © All Rights Reserved