Princeton Global

The Importance of Estate Planning: A Personal Reflection #estate #estateplanning

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. The division will be led by Managing Directors Michael R. Marsh (Mike) and Matthew Gelfand (Matt), who bring decades of expertise in nonprofit and institutional investment management. “Mike and Matt are exceptional additions to the Princeton Global team as we continue building our array of advisory services,” said Brett Shaver, President of Princeton Global. “Their deep understanding of the nonprofit community’s investment needs perfectly complements our multi-family office planning and investment capabilities.” Mike Marsh, who will serve as National Managing Director of Nonprofit Investment Services, exemplifies Princeton Global’s fiduciary commitment to fostering client trust and confidence. Mike began the first 15 years of his career working in nonprofit institutions at all professional levels worldwide, giving him invaluable insight into their unique challenges. Drawing on this experience, he now crafts customized investment strategies that align with nonprofits’ missions and goals. “Our objective is to become the preferred outsourced chief investment officer (OCIO) for the nonprofit (tax-exempt) community,” said Marsh. “At Princeton Global, I am committed to helping nonprofits achieve their financial goals while staying focused on their core missions.” Matt Gelfand, Managing Director and Global Strategist, brings over 30 years of institutional investment expertise to Princeton Global. Formerly a Managing Director at Rockefeller & Co., Matt managed over $2 billion in assets for nonprofit organizations and high-net-worth families. An economist and thought leader, Matt began his career at the Federal Reserve Board and has contributed to prominent publications such as The Wall Street Journal and The New York Times. “I take pride in delivering insightful and strategic advice to clients,” said Gelfand. “At Princeton Global, our mission is to provide a seamless investment experience for institutional clients while maintaining a focus on achieving their long-term goals.” Mike and Matt will lead their efforts in greater Washington, D.C.. Their diverse experiences and steadfast dedication further enrich Princeton Global’s commitment to exceptional client service. Bios can be found here: princetonglobal.com/people

Another Perspective out by Tara Bansal. The Opposite of Spoiled: Raising Kids Who are Grounded, Generous, and Smart About Money?by Ron Lieber (Part 1 – Money Equals Values) #kids #money

What's on your reading list this summer? Looking for something to listen to? The Princeton Global team has some suggestions! #summerreading #books #getsmart #podcasts

We are in the midst of the wild west of AI. There are not many rules, disclosures or policies around it yet. We need to be aware and think about how we want to use AI and I believe we should be open about how and when it is being used. We are just at the beginning stages of this. #AI

We liked this rule for everyone in the office! Use The 24 Hour Rule When you see something you want to buy, wait 24 hours before you buy it. Leave it in the online cart or put it back on the shelf for a short time. When you return a day later or on your next shopping trip, you’ll know for sure whether you want the item. #womeninbusiness #personalfinance #financialwellness

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 planning and his passion for investments, Kilcommons will work diligently with clients to achieve their financial dreams in his new role. Several partners at Princeton Global have known Jim for over 20 years since their careers at Merrill Lynch Investment Managers and BlackRock. “Jim is an ideal addition to Princeton Global as we continue our commitment to building an aspirational multi-family office,” said Brett Shaver, President at Princeton Global. “He brings extensive experience to our investment team and a diverse client base, including individuals, trust estates, endowments, and various institutions.” “I am excited to work closely with my clients in an optimal environment,” added Kilcommons. “I have worked with the people at Princeton Global and have personally known them for 30 years. I know them, and I trust their professionalism. I look forward to building on the team’s strengths, including its investment track record, financial planning capabilities, outstanding client service, and user-friendly technology.” Kilcommons, a native of New Jersey, most recently worked as a Senior Portfolio Manager at TIAA. He received his B.A. from Columbia University. Jim’s bio can be found here:?https://lnkd.in/g_i3YTip

At Princeton Global, we are all about our clients (and people in general) living their best, most fulfilling lives. Investments are just one part of that equation. Here is an?article from?The Guardian?that?we thought was worth sharing. Our phones are a fact of life, yet as this article talks about, many of us waste too much of our precious time and attention on our phones instead of being present with the people and the world around us. This article presents some good recommendations on setting boundaries and using our phones more intentionally and wisely. This quote resonated: “In this economy, we are not the customers of these [phone] apps; advertisers are. We are, essentially, the product, manipulated into giving our most valuable asset – our attention – away for free. The reason that this is important is that ultimately, our lives are what we pay attention to. We only experience what we pay attention to; we only remember what we pay attention to.”

Spring has arrived in Princeton! Feel free to get in touch if you're interested in learning more about the services we offer our clients.