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Venezuela Developments: Understanding the Portfolio Implications

January 6, 2026January 6, 2026 Jared Friedman CFP®Investing Intelligence

Recent events involving Venezuelan President Nicolás Maduro’s detention by U.S. forces mark a noteworthy geopolitical development. According to widespread reports, U.S. military personnel carried out an operation that resulted in Maduro’s arrest on allegations of drug trafficking and corruption. In […]

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Why Investors Can Be Thankful This Holiday Season

November 25, 2025November 25, 2025 Jared Friedman CFP®Investing Intelligence

As the holiday season begins, it’s a nice moment to pause, take stock, and feel grateful—for the people in our lives and for the progress we’ve made. Investors often worry about what could go wrong and forget what’s gone right. […]

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One Economy, Two Experiences

November 18, 2025November 18, 2025 Jared Friedman CFP®Financial Planning

The stock market hits new highs. Luxury brands shatter earnings expectations. Delta sells more premium seats than coach. And yet… Some people postpone medical care. Food bank lines stretch around city blocks. Car repossessions have spiked. So…is the economy booming […]

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Is there an AI bubble?

November 4, 2025November 4, 2025 Jared Friedman CFP®Investing Intelligence

With artificial intelligence all over the financial headlines and the stock market reaching new highs, some people are wondering if we’re experiencing another bubble similar to the dot-com era. It’s a fair question, and one we take seriously, especially given […]

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Trade War with China: The Latest Tariff Tantrum and Market Volatility

October 14, 2025October 14, 2025 Jared Friedman CFP®Investing Intelligence

The market recently experienced its largest one-day decline since April, driven by escalating tensions between the U.S. and China over rare earth metals and tariff threats. While the brief selloff rattled some investors, markets quickly improved following softer language from […]

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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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