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diversification

Beyond the S&P 500: Opportunities for Diversification

May 28, 2025May 28, 2025 Jared Friedman CFP®Investing Intelligence

It’s well known that stocks are one of the foundations of long-term portfolios. When included as part of a comprehensive financial plan, stocks have historically created wealth and helped investors achieve their financial goals. However, a natural question is: what […]

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More than Bricks and Mortar

September 13, 2016June 18, 2018 Jared Friedman CFP®Investing Intelligence

An astute investor understands that proper diversification involves holding a range of investments in all asset categories. Such as; stocks, bonds, real estate, and cash. Do not chase the hottest investment class of the moment, because eventually it will fizzle […]

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What is Asset Allocation?

August 16, 2016June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

Everything You Ever Wanted to Know about Asset Allocation   What is an asset anyway? It’s an interesting question, because no one ever seems to ask. In conversation, however, it becomes clear that our conventional misunderstanding can carry financial repercussions. […]

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Global Investing for Diversification

July 27, 2016June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

Diversification  through Global Investing Let’s Talk About it! It’s almost time for the Olympics, and a perfect time to think about your investments on a global scale.I know that there are many questions about the advantages and challenges of international […]

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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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