Cutting Through the Noise: Introducing “What I See”

In today’s world of endless headlines and market noise, it helps to have a trusted voice cut through the clutter. At Princeton Global, we’ve asked our Chief Investment Officer, Joel Heymsfeld, to share his perspectives daily in a short, approachable format we call...

Second Quarter 2025 Client Investor Letter

Just three months ago, it was unclear whether markets were on the brink of a deeper bear market or simply going through a typical correction. The first half of 2025 has been marked by extreme volatility, yet both year-to-date equity and fixed income returns have ended...

The Case for Active Management

In times of market volatility and policy uncertainty, the debate between active and passive investing becomes more relevant than ever. In a recent episode of THE SMARTER PLANNER PODCAST, Princeton Global’s own Matt Gelfand, PhD, CFA, CFP®—Managing Director and Global...

First Quarter 2025 Client Investor Letter

Given the recent market volatility, we wanted to share our quarterly investor letter earlier than usual, even as we continue to monitor and assess the evolving and unpredictable global trade policies. We understand the current volatility is unsettling, but it also...

Fourth Quarter 2024 Client Investor Letter

Global markets delivered mixed results in the final quarter, but 2024 overall was a strong year, particularly in the U.S., where the S&P 500 achieved its best two-year performance since the 1990s, driven by robust economic growth and declining inflation. Although...

Princeton Global Welcomes Mike Marsh and Matt Gelfand

Princeton, NJ – December 10, 2024 – Princeton Global, an investment advisory firm headquartered in Princeton, New Jersey, is proud to announce the launch of Princeton Global Nonprofit Investment Services, a new division dedicated to serving nonprofit organizations....