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Bad Success

July 16, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

“Every great power is dangerous for the beginner. You must therefore wield them as you are able, but in harmony with nature.” —EPICTETUS, DISCOURSES, 3.13.20   The worst thing we all do is bet big when we think we have […]

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Wall Street Speak

July 9, 2018July 9, 2018 Jared Friedman CFP®Investing Intelligence, Millennials

Fear of the unknown need not prevent you from studying the financial pages and understanding the evening stock reports on your favorite radio or TV station. A short course in “Wall Street Speak” can help unlock the wealth of information […]

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July 4th

July 4, 2018July 4, 2018 Jared Friedman CFP®Financial Planning

It’s July 4th, 1776. Think about where America was in that moment: Blood in the streets. A revolution against an empire. Families ripped apart because a war forced them to choose sides. Hopeful successes on the battlefield repeatedly followed by […]

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Chart Action: A Reminder

July 3, 2018July 5, 2018 Jared Friedman CFP®Investing Intelligence

J.P Morgan puts out a quarterly Guide to the Markets. It’s a great resource filled with a ton of valuable data. What’s crazy is that investors can look at the same data and come to completely different opinions. Someone sees […]

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Financial Planning For Millennials Part 4/5

June 21, 2018 Jared Friedman CFP®Financial Planning, Millennials

Setting and Targeting Investment Goals  After the paycheck has been understood and the emergency bucket has started to get some dollars in it, it’s time to really put your money to work…. Go out into your yard and dig a […]

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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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