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Investing Intelligence

The Danger of Market Volatility

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

When Is Market Volatility Most Dangerous? Though a market downturn generally isn’t fun for most people, its timing can have a greater impact on some investors than on others. For example, a market downturn can have greater significance for retirees […]

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Look At Your Portfolio Today!

June 13, 2017June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

You probably already know you need to monitor your investment portfolio and update it periodically. Even if you’ve chosen an asset allocation, market forces may quickly begin to tweak it. For example, if stock prices go up, you may eventually […]

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Active VS Passive – The Great Debate

May 31, 2017June 18, 2018 Jared Friedman CFP®Investing Intelligence

Active vs. Passive Investing Can we settle the debate? It’s one of the first questions that comes up when  the conversation moves to investing: “which do you think is better over the long-term: active portfolio management or passive portfolio management?” […]

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Retirement Savings VS College Savings- The Ultimate Decision

May 22, 2017June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

Saving for Retirement & Child’s Education You want to retire comfortably when the time comes. You also want to help your child go to college. But only  have $1 at the end of the month… So how do you juggle […]

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Should You Invest in Stocks or Mutual Funds?

May 19, 2017June 18, 2018 Jared Friedman CFP®Frequently Asked Questions, Investing Intelligence

Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. Should I Invest in Mutual Funds or […]

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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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