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Do You Want to Invest in a Tax-Free or Taxable Investment?

June 12, 2017 Jared Friedman CFP®Frequently Asked Questions

Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. Is It Better to Invest in a […]

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Active VS Passive – The Great Debate

May 31, 2017June 18, 2018 Jared Friedman CFP®Investing Intelligence

Active vs. Passive Investing Can we settle the debate? It’s one of the first questions that comes up when  the conversation moves to investing: “which do you think is better over the long-term: active portfolio management or passive portfolio management?” […]

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Should You Invest in Stocks or Mutual Funds?

May 19, 2017June 18, 2018 Jared Friedman CFP®Frequently Asked Questions, Investing Intelligence

Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. Should I Invest in Mutual Funds or […]

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Portfolio Risk

May 15, 2017June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

What Is Risky to You? In financial planning, not saving enough money to accomplish your goals is the biggest risk you can take. Thinking that things will just work out and money will fall like manna from heaven is not […]

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Are Savings Bonds a Good Investment?

April 28, 2017June 18, 2018 Jared Friedman CFP®Frequently Asked Questions, Investing Intelligence

Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. Are Savings Bonds a Good Way to […]

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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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