Northeast Private Client Group

Our Chief Administrative Officer, Maureen Motherway, often reminds us: 'If you change the way you look at things, the things you look at change.' This powerful insight is at the heart of how we approach challenges and opportunities at Northeast Private Client Group. Adopting a new perspective can not only transform our challenges into opportunities but also turn apparent obstacles into valuable stepping stones. At Northeast, we apply this philosophy across all our operations, encouraging a culture where change is not just a possibility, but a pathway to innovation and improvement. What new perspective will you embrace today to drive positive change in your life and work? #Mindset #Leadership #Innovate

Our Managing Partner, Adam Schlossberg, will be a featured speaker at the Dental CEO Mastermind - Financial Edition. This exclusive event, hosted by Fortune Management in collaboration with Patterson Dental, offers a unique opportunity for dental professionals to engage in in-depth financial strategy discussions. Join Adam and other top industry experts for a dynamic session that aims to enrich your understanding of financial management within your practice. The mastermind will focus on essential topics such as interpreting key metrics from your Profit & Loss Statement, addressing significant financial challenges, and aligning your personal goals with your financial strategies. Event Details: - Date: October 18th, 2024 - Time: 9 AM - 1 PM (Registration at 8:30 AM) - Location: Patterson Dental, Boise, ID This is an invaluable chance to network with peers and gain insights from seasoned professionals in a collaborative setting. Space is limited, so be sure to register early to secure your participation in this transformative event. Register by October 12th ➡️ https://bit.ly/4e9OOeg #Finance #Dental #FinancialPlanning #Healthcare #Mastermind

At Northeast Private Client Group, we believe that the foundation of our success is built upon the strength and synergy of our team. Stephanie Bush articulates this principle, emphasizing the significant impact that a cohesive team can have on achieving outstanding results. Our approach is centered around collaboration and collective expertise. Each team member brings a unique set of skills and perspectives that, when combined, allow us to provide exceptional service and meet the needs of our clients. This team-centric philosophy is ingrained in our culture, guiding us to excel in every interaction and engagement. By fostering an environment where every member is valued and empowered, we ensure that our collective efforts translate into meaningful outcomes for our clients. It's this dedication to teamwork and excellence that sets us apart and drives us forward. Are you ready to experience the difference a dedicated team can make? Contact us to discover how our approach can help achieve your financial goals. 💻 https://lnkd.in/dzV-sBmp #Teamwork #Leadership #BusinessSuccess #FinancialGoals

At Northeast, we believe in the power of continuous learning to enhance both personal and financial growth. Our Managing Partner, Benjamin Bush, is excited to share some of his top book recommendations that have shaped his thinking and success. From timeless classics like 'The Richest Man in Babylon' and 'Rich Dad, Poor Dad' to modern insights from 'The Behavioral Investor' and 'The Psychology of Money,' there's a wealth of knowledge waiting for you. Ben also highlights essential reads for habit formation and business strategy, such as 'Atomic Habits' by James Clear and works by Jim Collins, whose engaging style transforms complex concepts into actionable advice. Whether you're looking to improve your financial understanding or elevate your personal development, Ben's curated list offers valuable resources for everyone. What's on your reading list? Share your current reads or favorite insights with us! #GrowthMindset #BookRecommendations #PersonalGrowth #FinancialEducation

Our Financial Advisor, Michael Millman, advocates for redefining financial freedom. He believes that true financial independence is not merely an aspirational goal, but an attainable standard that everyone should expect. According to Michael, the essence of financial planning is empowering individuals to regain control over their time, enabling them to devote more of it to family, friends, and passions that enrich their lives. Michael states, "True financial freedom should not just be a goal, but an expectation. It's about empowering people to reclaim time for family, friends, and passions, leading to a richer, more fulfilled life." This philosophy drives him to provide personalized financial guidance that supports not only wealth accumulation but also personal fulfillment and happiness. Michael is committed to leading clients through transformations that make significant, positive impacts on their lives. If you're ready to redefine what financial freedom means for you and explore how it can enhance every aspect of your life, let Michael and our team at Northeast guide you. Every step you take with us is a step toward a future where your financial goals support your life's greatest passions and achievements. Visit us to start your journey to a more empowered, financially secure future ➡️ https://lnkd.in/dzV-sBmp #FinancialFreedom #LifeGoals #FinancialPlanning #WealthManagement

Considering a job change or planning for retirement? A rollover might be your key to streamlined and efficient management of your retirement savings. In our article, "What's So Great About a Rollover?", we highlight how rolling over into an IRA can help you maintain control over your investments with continued tax advantages. - Why a Rollover? Consolidate your retirement accounts to simplify management, potentially reduce fees, and access a broader range of investment options—all while keeping your funds growing tax-deferred. - Smart Transitions: Ensure a seamless transfer with a trustee-to-trustee rollover to avoid taxes and penalties, following IRS guidelines for a worry-free process. Ready to dive deeper into how a rollover can enhance your financial strategy? Read our full article ➡️ https://bit.ly/3XBchhc #RetirementPlanning #IRA #Rollover #RetirementInsights

As the elections approach, you might wonder about their impact on your financial plans. Our Managing Partner, Benjamin Bush, advises against making abrupt financial decisions based on election forecasts. Instead, adhere to your established investment policy statement and stay disciplined. Also, with the upcoming negotiations on the Tax Cut and Jobs Act Sunset in 2025, it's essential to consider how potential changes could affect your business structure and cash flow. For detailed statistics and further analysis, check out our 2023 and 2024 outlooks available on our website ➡️ https://lnkd.in/ebWDtv3Z Remember, focus on what you can control and maintain your course for long-term success. If you have any concerns about how upcoming changes might affect your business finances or tax planning, our team is here to help. #InvestmentStrategy #Election2024 #FinancialPlanning #Mindset #Entrepreneur #BusinessOwner #Insights

The dream of aging in one's own home is facing modern challenges, creating both financial and emotional pressures for families across America. As costs for in-home care rise and personal savings stretch thin, the need for effective planning becomes ever more critical. Here's what families are up against: - Surging Costs: The price of in-home care has soared, with full-time assistance costing significantly more than institutional care. - Emotional Strain: Caregivers often face immense stress, sacrificing personal time and financial stability. - Planning for Care: Effective strategies are crucial for managing care expenses without compromising on quality or comfort. For those navigating the complexities of aging at home, understanding these pressures and planning accordingly is essential. Read the full article on the Wall Street Journal ➡️ https://bit.ly/47vvw0b #FinancialPlanning #Healthcare #Family #Caregiving #WallStreetJournal

On Wednesday, September 18th, the FOMC will hopefully announce the highly anticipated start to the next rate-cutting cycle. The big questions for investors are, how much? 25bps or 50bps. Over the last several weeks, markets and pundits have settled on a 25bps cut. Over the weekend, however, new messaging from several thought leaders, analysts, and investors emerged, suggesting that a 50bps cut would not cause economic or financial market alarm. On the one hand, Fed President Powell can acknowledge that inflation is mostly contained and begin a long overdue easing cycle. Alternatively, he could "Jump The Shark" by doubling down on some inflation narrative in an attempt to maintain credibility and avoid the "transitory" mistake of early 2021. We believe the FOMC is boxed in…unless the Fed itself orchestrated the recent realignment of cut expectations (25bps to 50bps); priming the pump without drawing a need to fall on their sword. But regardless of what happens on Wednesday, too many question marks (and risks) remain. Thus we remain cautious on valuations and expect increased volatility over the next 45 days. Christopher Pike, CFA, CIO of Northeast Private Client Group, unpacks this and more in our latest "Thinking Out Loud" note: "Powell's Jump The Shark Moment." https://bit.ly/47CNzSk #MarketInsights #EconomicOutlook #inflation #CapitalMarkets #ThinkingOutLoud

Our Managing Partner, Benjamin Bush, invites you to harness the energy of autumn to refocus and achieve your goals for the year. 🍁 As we move past Labor Day and the air takes on that familiar crispness, it's a natural time for reflection and renewed focus. Football season brings excitement and a reminder that the game of life also moves in seasons. Whether your goals are in professional development, personal health, or deepening relationships, now is the perfect moment to realign your actions with your ambitions. Ben emphasizes the importance of action to progress toward our goals. We often overestimate what can be accomplished in a year and underestimate what can be done in a decade. Let's challenge that notion by starting today. If you're looking for motivation or need help strategizing your next steps, Northeast is here to support you. Let's make the most of the remaining months and end the year strong. 💻 www.northeastprivate.com #Leadership #Motivation #Inspiration #Goals #Entrepreneur