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Investing Intelligence

Beyond the S&P 500: Opportunities for Diversification

May 28, 2025May 28, 2025 Jared Friedman CFP®Investing Intelligence

It’s well known that stocks are one of the foundations of long-term portfolios. When included as part of a comprehensive financial plan, stocks have historically created wealth and helped investors achieve their financial goals. However, a natural question is: what […]

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Special Update: What U.S.-China Trade Progress Means for Investors

May 13, 2025May 13, 2025 Jared Friedman CFP®Investing Intelligence

The recent trade announcement between the U.S. and China reverses many of the tariffs that rattled financial markets beginning in April. This agreement, which lasts 90 days, lowers U.S. tariff rates on China from 145% to 30%, and China’s rates […]

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Lessons from Warren Buffett for Today’s Market

May 6, 2025May 6, 2025 Jared Friedman CFP®Investing Intelligence

A key principle of investing is that patience, discipline, and maintaining a long-term perspective are what drive financial success. Perhaps no investor has captured this wisdom as eloquently as Warren Buffett over his five-decade career as CEO of Berkshire Hathaway. […]

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The Importance of Offense and Defense in Challenging Markets

April 8, 2025April 8, 2025 Jared Friedman CFP®Investing Intelligence

Concerns that a trade war will lead to a recession have spread around the globe. The possibility of retaliatory tariffs is on investors’ minds, with China responding with counter-tariffs, increasing the odds of a worst-case trade war scenario. Markets in […]

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Navigating Tariff Uncertainty and Ongoing Market Volatility

April 1, 2025April 1, 2025 Jared Friedman CFP®Investing Intelligence

With the stock market back near correction territory due to tariff concerns, some investors may feel as if the market is stuck in a “Groundhog Day” loop. Fears of a trade war have kept markets choppy all year, with the […]

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Recent Posts

  • How to Make Your Mortgage Work for Your Bigger Financial Picture
  • Beyond the S&P 500: Opportunities for Diversification
  • What Debt, Deficits, and the Moody’s Downgrade Mean for Investors
  • Special Update: What U.S.-China Trade Progress Means for Investors
  • Lessons from Warren Buffett for Today’s Market

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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