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Riding the Rollercoaster

February 20, 2024February 20, 2024 Jared Friedman CFP®Financial Planning, Investing Intelligence

The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied.1 And then tumbled as investors got jittery.2 Then yo-yo’d a bit more. What’s going on? Let’s talk about investor psychology. Fear […]

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Unraveling The Love Language Of Emotional Bias

February 13, 2024February 13, 2024 Jared Friedman CFP®Investing Intelligence

In the spirit of Valentine’s Day— In investing, emotions often play a significant role in decision-making. Emotional Bias, akin to a love language, can subtly guide investors through the highs and lows of the financial market. Understanding the impact of […]

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What History Says About Markets Reaching All-Time Highs

January 30, 2024January 30, 2024 Jared Friedman CFP®Investing Intelligence

The author Fyodor Dostoevsky once wrote that “man only likes to count his troubles; he doesn’t calculate his happiness.” The idea that the glass is always half empty perfectly captures how many investors feel about the economy and financial markets, […]

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What does 2024 have in store?

December 19, 2023December 19, 2023 Jared Friedman CFP®Financial Planning

How did 2023 go for you? Will you share some highlights with me? Before the year ends, I like to sit down and review, thinking through what went well and what didn’t. I try to mentally put the old year […]

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Jingle All the Way to Growth: Navigating the Santa Claus Rally

December 5, 2023December 5, 2023 Jared Friedman CFP®Investing Intelligence

As the holiday season approaches, many of us are busy making wish lists, decking the halls, and indulging in festive treats. But for savvy investors, there’s one more holiday tradition to look forward to—the Santa Claus rally! In this financial […]

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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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