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Why Cash Is Not a Long-Term Investment

May 7, 2024May 7, 2024 Jared Friedman CFP®Financial Planning

In times of market uncertainty, investors often seek the safety of cash. This has been true over the past several years as markets have swung due to the pandemic, geopolitical events, Fed rate hikes, inflation, gridlock in Washington, technology trends, […]

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Market Volatility

May 2, 2024May 2, 2024 Jared Friedman CFP®Investing Intelligence

Markets have been very volatile lately. What’s going on? Let’s take a quick look at the factors that are influencing markets right now. 1. The bull market narrative has shifted For months, investors have told a “Goldilocks” story of a […]

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How Investors Can Navigate Market Pullbacks, Geopolitical Risk, and More

April 24, 2024April 24, 2024 Jared Friedman CFP®Financial Planning

After a historically strong start to the year, markets have now pulled back 2.5% to begin the second quarter. Concerns around geopolitical tensions in the Middle East, inflation, corporate earnings, and other issues have led to a market decline, pushing […]

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Finding Financial Balance: Saving for Tomorrow and Spending Today

April 2, 2024April 2, 2024 Jared Friedman CFP®Financial Planning

As a certified financial planner with over 20 years of experience, I have had the pleasure of guiding numerous individuals and families toward their financial goals. Today, I want to discuss a crucial aspect of financial planning that often gets […]

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How Residential and Commercial Real Estate Impact Markets

March 26, 2024March 26, 2024 Jared Friedman CFP®Investing Intelligence

With major stock market indices hovering around all-time highs, some investors continue to worry about the state of the economy. While trends around inflation and jobs have been positive, putting the Fed in a position to cut rates later this […]

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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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