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Investing Intelligence

How the Failure of First Republic Impacts the Financial System

May 4, 2023May 4, 2023 Jared Friedman CFP®Financial Planning, Investing Intelligence

On the morning of May 1, it was announced that First Republic Bank had been taken over by the FDIC and sold to JPMorgan Chase. Eleven major banks had previously infused First Republic with $30 billion in deposits to stabilize […]

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Risk Tolerance Revisited

February 21, 2023February 21, 2023 Jared Friedman CFP®Investing Intelligence

Risk tolerance is the “degree of change” in investment returns that an investor is willing to withstand. It’s a measure of how much risk you are willing to take on, and it can change over time. Risk tolerance has been […]

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Investment Portfolios For The Long Run

December 21, 2022December 21, 2022 Jared Friedman CFP®Investing Intelligence

Investing for the long run is a lot like investing for the short term, but with one obvious difference: time. When you’re putting money away for retirement, you need to be prepared for market cycles that can last decades. That […]

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Market Lessons You Should Know

October 25, 2022October 25, 2022 Jared Friedman CFP®Investing Intelligence

How are you doing? How is your fall shaping up? Let’s talk about markets for a minute. The most recent inflation data shows that inflation continues to persist near recent highs.1 The trend makes it likely that the Federal Reserve […]

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Markets May Be Efficient, But Not Every Time

October 11, 2022October 11, 2022 Jared Friedman CFP®Investing Intelligence

A key rule of investing: There’s no perfect market. 90% of people lose money in the stock market because of unpredictability and inefficiency.  In this article, we look at two investment strategies, Long term and Short term, and how they […]

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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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