Sahil Bloom’s “26 Money Rules for 2026” is a thoughtful list of principles that resonated with us. As part of our firm-wide book club, we’ve been reading The Five Types of Wealth, and we appreciate Bloom’s message that money is a tool—not the destination. His perspective aligns closely with the values we hold at Princeton Global and the way we work with our clients.
While the entire list is well worth reading, several of his rules align closely with how we work with and support those we serve:
#1 No Unforced Errors
A trusted advisor who knows you—and understands what you value—can help you avoid emotional decisions that derail long-term progress. Our role is to be the objective, supportive partner who helps you stay grounded when decisions feel uncertain.
#3 Track Financial Progress
Clarity creates confidence. We help clients choose the right tools, review progress at each meeting, and stay aligned with both short-term priorities and long-term goals.
#13 Invest in Yourself
Personal development is one of the highest-return investments you can make. We view our work together as an investment in your peace of mind and in the future you want to create. In 2026, we plan to expand opportunities for client learning, growth, and connection.
#22 Eliminate Complexity
Simplicity is powerful. Many new clients come to us with accounts scattered across institutions and portfolios filled with unnecessary holdings. We take pride in helping simplify and streamline—so your financial life feels clear and manageable.
#26 Use Money as a Tool for Meaningful Wealth
This principle is at the heart of our work. We start every client relationship with the questions: What is the money for? What do you care about most? Purpose, relationships, experiences, time, and health are the real forms of wealth—and strong financial planning should support all of them.
If you’d like to read Bloom’s full list, you can find it here.
At Princeton Global, we’re committed to helping you make thoughtful financial decisions that support a life you love—one rooted in purpose, clarity, and meaningful forms of wealth.