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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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Lessons from Warren Buffett for Today’s Market

May 6, 2025May 6, 2025 Jared Friedman CFP®Investing Intelligence

A key principle of investing is that patience, discipline, and maintaining a long-term perspective are what drive financial success. Perhaps no investor has captured this wisdom as eloquently as Warren Buffett over his five-decade career as CEO of Berkshire Hathaway. […]

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Tax Refund? What to Do with It

April 23, 2025April 23, 2025 Jared Friedman CFP®Financial Planning

Tax season can feel like a relief, especially if you’re expecting a refund. While it’s tempting to spend that refund on something fun, why not consider using it to strengthen your financial future? Pay Down Debt If you have high-interest […]

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The Importance of Offense and Defense in Challenging Markets

April 8, 2025April 8, 2025 Jared Friedman CFP®Investing Intelligence

Concerns that a trade war will lead to a recession have spread around the globe. The possibility of retaliatory tariffs is on investors’ minds, with China responding with counter-tariffs, increasing the odds of a worst-case trade war scenario. Markets in […]

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Navigating Tariff Uncertainty and Ongoing Market Volatility

April 1, 2025April 1, 2025 Jared Friedman CFP®Investing Intelligence

With the stock market back near correction territory due to tariff concerns, some investors may feel as if the market is stuck in a “Groundhog Day” loop. Fears of a trade war have kept markets choppy all year, with the […]

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Recent Posts

  • How to Make Your Mortgage Work for Your Bigger Financial Picture
  • Beyond the S&P 500: Opportunities for Diversification
  • What Debt, Deficits, and the Moody’s Downgrade Mean for Investors
  • Special Update: What U.S.-China Trade Progress Means for Investors
  • Lessons from Warren Buffett for Today’s Market

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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