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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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When Paying My Bills Is Not Enough

March 15, 2017March 16, 2017 Jared Friedman CFP®Financial Planning

The 27th of every month you can hear me grumbling a little bit.  At some point on that day, I will be paying my bills. Mortgage Childcare Electric Water Cable . . . I have a checklist to hit every […]

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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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3 Financial Planning Benefits You Need to Know About

March 6, 2017March 16, 2017 Jared Friedman CFP®Financial Planning

  At some point in your life you will use financial planning. I don’t know you, but I am confident that the previous statement is true. It might not be in the form of a large comprehensive expensive plan, but […]

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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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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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