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Investing Intelligence

Tax Loss Harvesting

October 27, 2020October 27, 2020 Jared Friedman CFP®Financial Planning, Investing Intelligence

Even though this may end up being a subpar year for stocks, you may realize capital gains, which is a taxable event. What can you do about them?
You can do what some investors do – you could recognize investments with a loss and practice “tax-loss harvesting.”

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Miss Out On The Market Rally?

October 15, 2020October 15, 2020 Jared Friedman CFP®Financial Planning, Investing Intelligence

Hi, I’m Jared Friedman with Redwood Financial Planning. I wanted to make a short video to talk to those who might think the stock market rally has left them behind.

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Worried About the Election?

October 8, 2020October 13, 2020 Jared Friedman CFP®Investing Intelligence, videos

The 2020 election is coming up fast, and I have had worried folks ask me:

Will it tank the market?

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Frothy or Bubbly?

September 22, 2020September 22, 2020 Jared Friedman CFP®Financial Planning, Investing Intelligence

You may have noticed that the shortest bear market in history is over, and markets recently hit new record highs.

Will stocks keep going higher? Will they stay volatile?

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You Are Not Smarter Than The Market (Even When It Is Volatile)

September 1, 2020September 1, 2020 Alice SibleyInvesting Intelligence

A volatile stock market can be a scary thing. It seems so uncontrollable and swings up and down with news reports, new inventions and trends, unemployment numbers, politician’s statements, it seems almost anything really can affect the market.

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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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