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Top 5 Questions to Ask Before Buying Any Investment

March 20, 2017June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

It has never been easier or cheaper to buy investments on your own. Websites like: E Trade, Scott Trade, Vanguard. Apps like: Robin Hood, Acorns All allow you to trade at the click of a button. But does that mean […]

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When Paying My Bills Is Not Enough

March 15, 2017March 16, 2017 Jared Friedman CFP®Financial Planning

The 27th of every month you can hear me grumbling a little bit.  At some point on that day, I will be paying my bills. Mortgage Childcare Electric Water Cable . . . I have a checklist to hit every […]

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Active Vs Passive Portfolio Management

March 13, 2017June 18, 2018 Jared Friedman CFP®Investing Intelligence

Active vs. Passive Portfolio Management One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, a manager tries to beat the performance of a given benchmark […]

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3 Financial Planning Benefits You Need to Know About

March 6, 2017March 16, 2017 Jared Friedman CFP®Financial Planning

  At some point in your life you will use financial planning. I don’t know you, but I am confident that the previous statement is true. It might not be in the form of a large comprehensive expensive plan, but […]

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Investing Explained So Even You Can Understand

March 1, 2017June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

Investing Explained The idea of investing can seem very intimidating but it does not have to be. An investor needs to understand the 5 w’s of investing to conquer their fears and learn how to use it  to their benefit. […]

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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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