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The Importance of a Financial Planner

November 16, 2022November 16, 2022 Jared Friedman CFP®Financial Planning

In a world where do-it-yourself everything is the norm, many people believe they can also plan their finances independently. Although some great budgeting apps and software solutions are available to help you get a handle on their money, there is […]

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College FAFSA: Everything You Need To Know and Do

November 2, 2022November 2, 2022 Jared Friedman CFP®Financial Planning

Millions of people miss out on federal aid, grants, and loans partially due to a simple reason: ignorance. Most people think you must be in need or low-income to get help.  Some think you need to be successful before you’re […]

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The Top 5 Investment Secrets of the Wealthy: Start Investing Early, Leverage Other People’s Money, and More!

October 19, 2022October 19, 2022 Jared Friedman CFP®Financial Planning

You don’t get wealthy by accident – the wealthy know some secrets about investing that help them get richer and stay wealthy.  Asides from personal accomplishments, I’ve worked with, coached and learned from some of the wealthiest people in the […]

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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 Summer Rally Has Ended

September 27, 2022September 27, 2022 Jared Friedman CFP®Investing Intelligence

I’ve got some thoughts to share. Higher-than-expected inflation data slammed investor expectations and rippled through markets, causing a broad selloff.1 I definitely expect to see more volatility in the weeks to come. Want a deeper dive into what’s going on […]

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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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