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Investing Intelligence

Jingle All the Way to Growth: Navigating the Santa Claus Rally

December 5, 2023December 5, 2023 Jared Friedman CFP®Investing Intelligence

As the holiday season approaches, many of us are busy making wish lists, decking the halls, and indulging in festive treats. But for savvy investors, there’s one more holiday tradition to look forward to—the Santa Claus rally! In this financial […]

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5 Ways to Make Investing Easy

November 28, 2023November 28, 2023 Jared Friedman CFP®Investing Intelligence

Investing can be challenging and intimidating, leading many to avoid it altogether. However, with the right strategies, investing can be accessible and straightforward. In this blog post, we will provide five actionable tips to help make investing easy for everyone […]

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5 Insights for Long-Term Investors in Q4 2023

October 17, 2023October 17, 2023 Jared Friedman CFP®Investing Intelligence

As the final quarter of the year begins, markets are grappling with rising interest rates and continued economic uncertainty. These factors led the S&P 500 to decline 3.3% (with reinvested dividends) during the third quarter while the U.S. Aggregate bond […]

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How Middle East Conflicts Have Historically Impacted Markets

October 10, 2023October 10, 2023 Jared Friedman CFP®Financial Planning, Investing Intelligence

On the morning of Saturday, October 7, Hamas launched a surprise attack on Israel killing hundreds and plunging the region into further conflict. Israel immediately declared war on Hamas, responded with air strikes, and called up 300,000 army reservists. The […]

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How the Highest Real Yields Since 2009 Affect Investors

September 5, 2023September 5, 2023 Jared Friedman CFP®Financial Planning, Investing Intelligence

Interest rates have swung wildly over the past two years in response to inflation, economic concerns, and market volatility. After falling as low as 3.3% earlier this year, the 10-year U.S. Treasury is now yielding around 4.2%, back to where […]

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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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