Analysis of Your Portfolio
- November 15, 2021
I would be happy to give you a no-cost analysis of your portfolio. After my review, I’ll discuss with you my thoughts, and give you relevant and actionable ideas for navigating the current market environment.
With the current world events things may feel different this time. But the stock market has seen these fundamentals occur several times during its history. Using this history as a guideline, we feel a thoughtful investment strategy is key.
The Princeton Sharpe Group is made up of five seasoned professionals with over 50 years of combined industry experience. Over the years we’ve seen many different market conditions, and we’d welcome the opportunity to work with you to get through this current market uncertainty.
With the current world events things may feel different this time. But the stock market has seen these fundamentals occur several times during its history. Using this history as a guideline, we feel a thoughtful investment strategy is key.
JUSTIN GELBMAN, CFP®
Title:FINANCIAL ADVISOR, MANAGING DIRECTOR-INVESTMENTS
Justin is a Managing Director – Investments in The Princeton Sharpe Group of Oppenheimer & Co. Inc. He began his career in 2005, helping serve clients’ investment needs by utilizing the vast resources of a national boutique, while maintaining a local focus. He prides himself on truly understanding the group’s clients. He has a great deal of experience working with multi-generational client families, establishing college savings plans, devising retirement strategies to not outlive their income, and working to build estate plans.