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Investing Intelligence

GameStop + memes = tulips

January 30, 2021January 30, 2021 Jared Friedman CFP®Investing Intelligence

Did you hear GameStop went viral? Here’s a quick guide to the market frenzy you’re seeing in the headlines. Long email ahead. (Buckle up, it’s a little complicated.) What is GameStop and why does everyone care? GameStop is a brick-and-mortar […]

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Why Worry About Beating The Market?

November 24, 2020November 24, 2020 Jared Friedman CFP®Financial Planning, Investing Intelligence

When talking with friends or colleagues about your investment portfolio, do you ever hear them, or maybe yourself, mention how their portfolio is doing relative to the Nasdaq or S&P 500?

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Post Election – How Are You Feeling?

November 10, 2020November 10, 2020 Jared Friedman CFP®Financial Planning, Investing Intelligence

Whew…

What a year this week has been.

What a year this month has been.

We feel like we have many more gray hairs than we did in September.

How about you? How are you feeling this week?

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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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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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