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What Fed Rate Cuts Mean for Investors

September 17, 2024September 17, 2024 Jared Friedman CFP®Investing Intelligence

The Federal Reserve’s interest rate decisions remain a focal point for markets. While the timing and size of rate cuts are the subject of debate, why the central bank is cutting rates and how the full rate cut cycle might […]

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Market Moves

August 6, 2024August 6, 2024 Jared Friedman CFP®Investing Intelligence

There was a rapid sell-off in the markets at the end of last week, with the S&P 500 declining almost 6% from its recent peaks and the Nasdaq 100 experiencing an 11% drawdown and continuing today. Following a notably stable year, […]

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The Lifestyle Portfolio: Adjusting Investments With Changes In Lifestyle Or Priorities

July 23, 2024July 23, 2024 Jared Friedman CFP®Financial Planning

Investing is often framed as a straightforward journey from point A to point B, where you pick your assets, stay the course, and reap the rewards in the long run. However, life is anything but static. Our priorities, financial goals, […]

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Stormy summer?

June 18, 2024June 18, 2024 Jared Friedman CFP®Investing Intelligence

Clouds may be gathering. Should investors be worried about a storm? Let’s look at some factors that could trigger a market selloff in the weeks or months ahead. (Note: I’m not saying a selloff is definitely going to happen—I want you to […]

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Do you know your 401(k) options?

May 21, 2024May 21, 2024 Jared Friedman CFP®Financial Planning

Between high contribution limits, tax advantages, and potential employer matching, a 401(k) can be a homerun for your retirement savings. But if you’ve moved on from your 401(k) employer or are planning a transition soon, do you feel prepared 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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