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Investing Intelligence

How to Not Fall Victim to a Ponzi Scheme and Vet Your Investment Advisor

August 6, 2019August 15, 2019 Jared Friedman CFP®Investing Intelligence

Don’t let your fear of falling victim to a Bernie Madoff-like ponzi scheme inhibit your financial growth. Learn how to vet your investment advisor using these simple steps

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Investment Decisions, Decisions

July 10, 2019August 21, 2019 Jared Friedman CFP®Investing Intelligence

Are your choices based on evidence or emotion?

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Just How Risky Is Your Portfolio?

June 26, 2019June 26, 2019 Jared Friedman CFP®Investing Intelligence

If you’re like most people, you probably evaluate your portfolio in terms of its return. However, return isn’t the only factor you should consider; also important is the amount of risk you take in pursuing those returns. The term “risk” […]

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Chart Action – Rate cuts

June 19, 2019June 19, 2019 Jared Friedman CFP®Financial Planning, Investing Intelligence

What will the FED do? The stock market is churning higher but the Federal Reserve is considering a rate cut?!? (which is typically reserved for when the economy is cooling off) WHY? From the the DailyShot here is the case […]

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Investing Fundamentals

May 23, 2019May 23, 2019 Jared Friedman CFP®Investing Intelligence, Millennials

Investing involves setting goals for the future and weighing the risks and potential rewards associated with a wide variety of investment opportunities. If you are a new investor, this might seem like an overwhelming task. But take heart. Becoming familiar […]

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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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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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