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Investing Intelligence

Chart Action: A Reminder

July 3, 2018July 5, 2018 Jared Friedman CFP®Investing Intelligence

J.P Morgan puts out a quarterly Guide to the Markets. It’s a great resource filled with a ton of valuable data. What’s crazy is that investors can look at the same data and come to completely different opinions. Someone sees […]

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Chart Action – Bitcoin Barbecued

June 29, 2018June 29, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

On Thanksgiving and New Years Bitcoin was the topic at every dining room table and party. This will not be the topic of discussion at your 4th of July BBQ next week. If your buddy who went all in, is […]

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Bond Basics

May 30, 2018June 18, 2018 Jared Friedman CFP®Investing Intelligence

When it comes to investing, you can be either an owner or a lender. If you own stock (or shares of a mutual fund that invests in stocks), you are a shareholder and literally own part of a company. The […]

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Know Your Investing Risks

May 29, 2018June 18, 2018 Jared Friedman CFP®Investing Intelligence

Most investors know that they should evaluate their risk tolerance when considering an investment. Oftentimes, investors think of risk only in terms of possibly losing money. However, in the investment world, risk is broadly defined as the probability that the […]

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Investing – Lump Sum Vs Dollar Cost Average

October 26, 2017June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

Some people go swimming by diving into the pool; others prefer to edge into the water gradually, especially if the water’s cold. A decision about investing can be somewhat similar. Is it best to invest your money all at once, […]

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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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