July 4th
–the Daily Stoic What would you fight so hard for? Your family of course…. but an idea? An idea of what the future can be? In financial planning we fight every day for an idea. That idea is your future. […]
Jared Friedman CFP®
Jared Friedman is a CERTIFIED FINANCIAL PLANNER™. Thanks for stopping by.
Tempted by the mega-IPO rush?
It’s hard to open a news app right now without seeing another story about the mega-IPO rush. SpaceX just went public in the largest IPO in history, debuting on the Nasdaq at a valuation north of $2 trillion. OpenAI and […]
Why the economy feels so confusing right now
Even if your finances are in good shape, the past few years haven’t exactly felt easy. Grocery bills are higher. Insurance costs more. Filling up the gas tank can still feel frustrating. And even when you’re not personally stretched, it’s […]
It Feels Like Summer
Here’s what I’ve noticed over the years: many people start the year with good financial intentions. By June, life has moved on. The goals from January are still sitting in a drawer somewhere (literal or mental), and summer is about […]
Advanced Estate Planning to Optimize the Transfer of Family Wealth
For many people, the wealth they have accumulated over a lifetime is more than just about money. It represents years of hard work, discipline, and sacrifice to ensure they can have a comfortable retirement, take care of their families, and […]
