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Financial Planning

3 Investor Lessons from the Summer’s Market Volatility

September 3, 2024September 3, 2024 Jared Friedman CFP®Financial Planning

As everyone settles into their post-Labor Day routines, it’s a good time for investors to reflect on markets and review their financial plans for the rest of the year. August began with the sharpest market declines in two years, but […]

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What Happens Next?

August 27, 2024August 27, 2024 Jared Friedman CFP®Financial Planning

It’s been a wild August for markets. Recession fears kicked off the worst selloff since 2022 at the beginning of the month. Then markets staged a choppy recovery, even notching the strongest week of the year along the way.1 That’s […]

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How to Invest for Retirement Amid Market Uncertainty

August 14, 2024August 14, 2024 Jared Friedman CFP®Financial Planning

From President Biden’s announcement that he will not be seeking re-election, to a rotation out of tech stocks and into small caps, recent events have added to market uncertainty. The S&P 500 recently declined 2.9% from its all-time high, while […]

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New presidential candidate? (What it could mean)

July 30, 2024July 30, 2024 Jared Friedman CFP®Financial Planning

A lot has happened recently. After weeks of gains, markets slid as investors took a step back from big technology stocks.1 At the same time, a global IT outage took major corporations offline across the world. President Joe Biden withdrew […]

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The Lifestyle Portfolio: Adjusting Investments With Changes In Lifestyle Or Priorities

July 23, 2024July 23, 2024 Jared Friedman CFP®Financial Planning

Investing is often framed as a straightforward journey from point A to point B, where you pick your assets, stay the course, and reap the rewards in the long run. However, life is anything but static. Our priorities, financial goals, […]

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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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