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

Investing Intelligence

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?

Read more

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?

Read more

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.”

Read more

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.

Read more

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?

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.