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5 Insights for Long-Term Investors in Q4 2023

October 17, 2023October 17, 2023 Jared Friedman CFP®Investing Intelligence

As the final quarter of the year begins, markets are grappling with rising interest rates and continued economic uncertainty. These factors led the S&P 500 to decline 3.3% (with reinvested dividends) during the third quarter while the U.S. Aggregate bond […]

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How Middle East Conflicts Have Historically Impacted Markets

October 10, 2023October 10, 2023 Jared Friedman CFP®Financial Planning, Investing Intelligence

On the morning of Saturday, October 7, Hamas launched a surprise attack on Israel killing hundreds and plunging the region into further conflict. Israel immediately declared war on Hamas, responded with air strikes, and called up 300,000 army reservists. The […]

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The Next 6 Things You Should Do to Reach Financial Success

September 19, 2023September 19, 2023 Jared Friedman CFP®Financial Planning

Are you ready to take the first steps towards financial success? If so, you’ve come to the right place! In this blog post, we’re going to share six key strategies that can help you reach your financial goals. Whether you’re […]

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Why Investing Early Is the Key to Achieving Financial Goals

August 30, 2023August 30, 2023 Jared Friedman CFP®Investing Intelligence

For long-term investors, knowing the difference between what can and cannot be controlled is the key to both financial success and peace of mind. While all investors would like to believe they can predict or even control the direction of […]

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How to Achieve Your Financial Goals with Professional Guidance

August 16, 2023August 16, 2023 Jared Friedman CFP®Financial Planning

In today’s complex financial landscape, achieving your long-term financial goals requires careful planning, expert advice, and a well-thought-out strategy. This is where a financial planner steps in. This blog post aims to shed light on the myriad advantages of utilizing […]

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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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