Skip to content
The Art of Financial Planning
  • About
  • Financial Planning
  • Investing Intelligence
  • Millennials
  • Work With Us

Investing Intelligence

What History Says About Markets Reaching All-Time Highs

January 30, 2024January 30, 2024 Jared Friedman CFP®Investing Intelligence

The author Fyodor Dostoevsky once wrote that “man only likes to count his troubles; he doesn’t calculate his happiness.” The idea that the glass is always half empty perfectly captures how many investors feel about the economy and financial markets, […]

Read more

5 Insights to Understand Markets in 2024

January 9, 2024January 9, 2024 Jared Friedman CFP®Financial Planning, Investing Intelligence

2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated exceptional returns of 26.3%, 16.2%, and 44.7% with reinvested dividends last year, respectively. The S&P has come full […]

Read more

Jingle All the Way to Growth: Navigating the Santa Claus Rally

December 5, 2023December 5, 2023 Jared Friedman CFP®Investing Intelligence

As the holiday season approaches, many of us are busy making wish lists, decking the halls, and indulging in festive treats. But for savvy investors, there’s one more holiday tradition to look forward to—the Santa Claus rally! In this financial […]

Read more

5 Ways to Make Investing Easy

November 28, 2023November 28, 2023 Jared Friedman CFP®Investing Intelligence

Investing can be challenging and intimidating, leading many to avoid it altogether. However, with the right strategies, investing can be accessible and straightforward. In this blog post, we will provide five actionable tips to help make investing easy for everyone […]

Read more

5 Insights for Long-Term Investors in Q4 2023

October 17, 2023October 17, 2023 Jared Friedman CFP®Investing Intelligence

As the final quarter of the year begins, markets are grappling with rising interest rates and continued economic uncertainty. These factors led the S&P 500 to decline 3.3% (with reinvested dividends) during the third quarter while the U.S. Aggregate bond […]

Read more

Posts navigation

Older posts
Newer posts

Join The Art of Financial Planning to Get Free Financial Resources!

Click Here

Recent Posts

  • Advanced Estate Planning to Optimize the Transfer of Family Wealth
  • Inflation is higher again. Here’s what to do about it.
  • Don’t Get Played- The Financial Scams That Are Coming for Your Money
  •  April Inflation Update: What’s Driving the Price and What It Means for You
  • 529 Plans Got More Flexible: Why It Might Be Time to Revisit Them

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.

Subscribe Today!

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.

Privacy Notice

Show Buttons
Hide Buttons
Bring the Art of Financial Planning to your inbox!
Introduce yourself and your program
Your information will *never* be shared or sold to a 3rd party.