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How to Not Fall Victim to a Ponzi Scheme and Vet Your Investment Advisor

August 6, 2019August 15, 2019 Jared Friedman CFP®Investing Intelligence

Don’t let your fear of falling victim to a Bernie Madoff-like ponzi scheme inhibit your financial growth. Learn how to vet your investment advisor using these simple steps

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Investment Decisions, Decisions

July 10, 2019August 21, 2019 Jared Friedman CFP®Investing Intelligence

Are your choices based on evidence or emotion?

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#1 Obstacle

June 13, 2019June 13, 2019 Jared Friedman CFP®Financial Planning

The Cost of Procrastination Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops.  “Are you aware […]

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Investing Fundamentals

May 23, 2019May 23, 2019 Jared Friedman CFP®Investing Intelligence, Millennials

Investing involves setting goals for the future and weighing the risks and potential rewards associated with a wide variety of investment opportunities. If you are a new investor, this might seem like an overwhelming task. But take heart. Becoming familiar […]

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IPO’s

May 8, 2019May 8, 2019 Jared Friedman CFP®Investing Intelligence

LYFT, Pinterst, Zoom, UBER, Beyond Meat… just to name a few. IPO’S are getting a lot of buzz this year, so we thought it would a good idea to explain how they work. Watch this short video to learn all […]

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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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