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Investing Intelligence

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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Portfolio Risk

May 15, 2017June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

What Is Risky to You? In financial planning, not saving enough money to accomplish your goals is the biggest risk you can take. Thinking that things will just work out and money will fall like manna from heaven is not […]

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Are Savings Bonds a Good Investment?

April 28, 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. Are Savings Bonds a Good Way to […]

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Simple Investments

April 26, 2017June 18, 2018 Jared Friedman CFP®Investing Intelligence

Financial Markets Are Complex Financial markets are extremely complex and I find that when markets are positive for an extended period of time, we have a tendency to take more risk and gain a sense of overconfidence. This point was […]

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Top 5 Questions to Ask Before Buying Any Investment

March 20, 2017June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

It has never been easier or cheaper to buy investments on your own. Websites like: E Trade, Scott Trade, Vanguard. Apps like: Robin Hood, Acorns All allow you to trade at the click of a button. But does that mean […]

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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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