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Investing Intelligence

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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Active Vs Passive Portfolio Management

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

Active vs. Passive Portfolio Management One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, a manager tries to beat the performance of a given benchmark […]

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Can I Invest in any State’s 529 Plan?

March 10, 2017June 18, 2018 Jared Friedman CFP®Financial Planning, 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. Can I invest in any state’s 529 […]

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Investing Explained So Even You Can Understand

March 1, 2017June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

Investing Explained The idea of investing can seem very intimidating but it does not have to be. An investor needs to understand the 5 w’s of investing to conquer their fears and learn how to use it  to their benefit. […]

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Socially Responsible Investing

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

Investing with an eye toward promoting social, political, or environmental concerns (or at least not supporting activities you feel are harmful) doesn’t mean you have to forgo pursuing a return on your money. Socially responsible investing may allow you to […]

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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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