Sharing our knowledge, experience, and perspective. Stay informed and up-to-date with interesting articles, educational content, and market insights from our advisors.
Sharing our knowledge, experience, and perspective. Stay informed and up-to-date with interesting articles, educational content, and market insights from our advisors.
Princeton Global Welcomes Erica Bullinger
Princeton, NJ – May 15, 2025 – Princeton Global, an independent investment advisory firm headquartered in Princeton, New Jersey, is pleased to announce the appointment of Erica Bullinger as Managing Partner & Chief Operating Officer. Erica brings nearly two...
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...
Making the Most of Your Pension: A Smarter Way to Retire
Retirement is a major milestone, and making the right decisions about your income can significantly impact your financial future. Retirees who still have a pension are faced with an important choice: take the highest possible pension payout or choose a reduced...
Are 529 Plans Still Worth It? Separating Fact from Fiction
I find many people drag their feet with college savings and then boom, their child is going to college! Like mine. (The good thing is we squirreled money away.) This article comes from noticing and hearing people ask, “Are 529 Plans Still Worth It?” 529 College...
What is Helping Us Through This Winter Season
For the third year in a row, (2023 and 2024) we at Princeton Global wanted to share what is helping each of us get through the winter season. We would love to hear what is helping you too. Paul Gerard - Babysitting for my grandchildren. Below is a picture of 2 year...
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...
The Importance of Estate Planning: A Personal Reflection
With a touch of humor, my father often reminded us, “We’re not getting out of here alive.” While his words brought a smile, they carried a profound truth: mortality is inevitable, and planning for the future is essential. Unfortunately, I’m now personally experiencing...
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....