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.
Third Quarter 2024 Client Investor Letter
As we welcome the fall season, we are pleased to report that global markets continued their upward momentum in the third quarter. While there are always uncertainties—especially with the upcoming U.S. election—we remain focused on strategies built to weather the ups...
The Opposite of Spoiled: Part 2 – Allowance
The Opposite of Spoiled: Raising Kids Who are Grounded, Generous, and Smart About Money by Ron Lieber (Part 2 – Allowance) Ron Lieber has a whole chapter on allowance in the book, The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money....
The Opposite of Spoiled: Part 1 – Money Equals Values
The Opposite of Spoiled: Raising Kids Who are Grounded, Generous, and Smart About Money by Ron Lieber (Part 1 – Money Equals Values) I read a lot of self-help books. They are not all about money, but a good number of them are because they interest me. I like to share...
Second Quarter 2024 Client Investor Letter
The height of summer has arrived in Princeton, and we are grateful for functioning air conditioning and the cooling economic data that has positively impacted our client portfolios, as detailed in the attached investor letter. In our letter, we discuss: • Moderating...
How to Vet the Financials of a Continuing-Care Retirement Community
We were excited to see Margaret Johnson, daughter of our Chief Investment Officer Joel Heymsfeld, quoted in the Wall Street Journal. She was discussing a topic we have advised our clients and their families on - reviewing the financial health of continuing care and...
Summer Reading
There are many different summer reading lists. At our latest all firm meeting we had everyone share their favorite book or podcast. We thought it was worth sharing this information. Some of the selections are industry related and many others are not. But you can learn...
Transparency in Artificial Intelligence
Artificial Intelligence (AI) is everywhere these days. It is not going away. Here is an article that we thought was worth sharing. We love the idea of AI transparency. The 4 questions the author answered were: “First, has any text been generated using AI? Second, has...
Princeton Global Welcomes Jim Kilcommons as a Senior Portfolio Manager
Princeton, NJ – May 1, 2024 - Princeton Global, a Princeton-based investment advisory firm, is pleased to announce that Jim Kilcommons has joined Princeton Global as a Senior Portfolio Manager. Combining four decades of experience in wealth management and financial...