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Common Life Insurance Mistakes to Avoid: Tips for Securing the Right Policy

September 10, 2024September 10, 2024 Jared Friedman CFP®Financial Planning

Life insurance is a crucial component of financial planning, providing a safeguard for your loved ones in the event of your untimely passing. However, navigating the world of life insurance can be complex, and many individuals make costly mistakes when […]

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Market Moves

August 6, 2024August 6, 2024 Jared Friedman CFP®Investing Intelligence

There was a rapid sell-off in the markets at the end of last week, with the S&P 500 declining almost 6% from its recent peaks and the Nasdaq 100 experiencing an 11% drawdown and continuing today. Following a notably stable year, […]

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New presidential candidate? (What it could mean)

July 30, 2024July 30, 2024 Jared Friedman CFP®Financial Planning

A lot has happened recently. After weeks of gains, markets slid as investors took a step back from big technology stocks.1 At the same time, a global IT outage took major corporations offline across the world. President Joe Biden withdrew […]

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The Lifestyle Portfolio: Adjusting Investments With Changes In Lifestyle Or Priorities

July 23, 2024July 23, 2024 Jared Friedman CFP®Financial Planning

Investing is often framed as a straightforward journey from point A to point B, where you pick your assets, stay the course, and reap the rewards in the long run. However, life is anything but static. Our priorities, financial goals, […]

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How Dollar-Cost Averaging Can Help Investors Get Into the Market

July 16, 2024July 16, 2024 Jared Friedman CFP®Investing Intelligence

As with many things in life, knowing what we’re supposed to do and actually doing it are two separate things. This is true for our health, relationships, careers, and of course, our finances. When it comes to investing, it’s well […]

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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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