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Lessons from Warren Buffett for Today’s Market

May 6, 2025May 6, 2025 Jared Friedman CFP®Investing Intelligence

A key principle of investing is that patience, discipline, and maintaining a long-term perspective are what drive financial success. Perhaps no investor has captured this wisdom as eloquently as Warren Buffett over his five-decade career as CEO of Berkshire Hathaway. […]

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Tax Refund? What to Do with It

April 23, 2025April 23, 2025 Jared Friedman CFP®Financial Planning

Tax season can feel like a relief, especially if you’re expecting a refund. While it’s tempting to spend that refund on something fun, why not consider using it to strengthen your financial future? Pay Down Debt If you have high-interest […]

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The Importance of Offense and Defense in Challenging Markets

April 8, 2025April 8, 2025 Jared Friedman CFP®Investing Intelligence

Concerns that a trade war will lead to a recession have spread around the globe. The possibility of retaliatory tariffs is on investors’ minds, with China responding with counter-tariffs, increasing the odds of a worst-case trade war scenario. Markets in […]

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Navigating Tariff Uncertainty and Ongoing Market Volatility

April 1, 2025April 1, 2025 Jared Friedman CFP®Investing Intelligence

With the stock market back near correction territory due to tariff concerns, some investors may feel as if the market is stuck in a “Groundhog Day” loop. Fears of a trade war have kept markets choppy all year, with the […]

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Market Swings & Your Portfolio: What Really Matters

March 18, 2025March 18, 2025 Jared Friedman CFP®Investing Intelligence

What’s Happening Sure, all this can be scary when you see it dominating the headlines.   Please know we are watching, we are waiting and we are being patient.  We are prepared to take some risk off if our indicators tell […]

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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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