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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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The Impact of “Buy Now, Pay Later”

March 25, 2025March 25, 2025 Jared Friedman CFP®Financial Planning

You’ve probably seen it at checkout—an option to buy what you want now and pay for it later in smaller chunks. It sounds great, right? No waiting, no credit card hassle, just easy installments. “Buy Now, Pay Later” (BNPL) services […]

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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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Should You Consider a Roth Conversion This Year?

March 11, 2025March 11, 2025 Jared Friedman CFP®Financial Planning

A Roth IRA offers a powerful way to create tax-free income in retirement, especially if it aligns with your long-term financial strategy. Since Roth IRA contributions are made with after-tax dollars, qualified withdrawals can be entirely tax-free, provided IRS requirements […]

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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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