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Jared Friedman CFP®

Jared Friedman is a CERTIFIED FINANCIAL PLANNER™. Thanks for stopping by.

Is there an AI bubble?

November 4, 2025November 4, 2025 Jared Friedman CFP®Investing Intelligence

With artificial intelligence all over the financial headlines and the stock market reaching new highs, some people are wondering if we’re experiencing another bubble similar to the dot-com era. It’s a fair question, and one we take seriously, especially given […]

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Roth IRA vs. Traditional IRA: Which One Makes More Sense for You?

October 28, 2025October 28, 2025 Jared Friedman CFP®Financial Planning

If you’re saving for retirement, you’ve probably asked the classic question: Should I contribute to a Roth IRA or a Traditional IRA? Both accounts are powerful tools—but which one fits you best depends on your tax bracket today, your expected […]

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How To Turn Your Savings Into a Reliable Retirement Paycheck

October 21, 2025October 23, 2025 Jared Friedman CFP®Financial Planning

If you’re within 5–10 years of retirement, the most important question isn’t “Did I pick the best funds?”—it’s “How do I create a steady paycheck I won’t outlive—without overpaying in taxes?” This guide walks you through the key decisions most […]

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Trade War with China: The Latest Tariff Tantrum and Market Volatility

October 14, 2025October 14, 2025 Jared Friedman CFP®Investing Intelligence

The market recently experienced its largest one-day decline since April, driven by escalating tensions between the U.S. and China over rare earth metals and tariff threats. While the brief selloff rattled some investors, markets quickly improved following softer language from […]

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Are You Holding Too Much Cash?

October 7, 2025October 7, 2025 Jared Friedman CFP®Financial Planning

For long-term investors, a growing challenge today is how to manage cash as short-term interest rates start to come down again. What appears safe actually comes with real costs beneath the surface, since holding too much cash can quietly undermine […]

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The Pocket Financial Planner

Jared Friedman CFP®

The Art of Financial Planning is a blog that focuses on financial planning and  money management. I work at Redwood Financial Planning.  Learn more here.

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Advisory Services offered through Redwood Financial Planning, a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Redwood Financial Planning and its representatives are properly licensed or exempt from licensure.

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