Are We in a Bubble?

I’ve been asked more than once lately, “Are we in a bubble?” The short answer is: probably not. To put today’s environment in perspective, it’s helpful to look back at a few true bubbles I’ve witnessed over the course of my 50+ year career. Each shared a common theme...

Third Quarter 2025 Client Investor Letter

The third quarter of 2025 continued the strong rebound that began in April, with global equities advancing further and international markets outperforming the U.S. for the first time in years. Investors gained confidence that a gradual pullback from globalization and...

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...