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How Behavioral Science Helps Us Avoid Financial Traps

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

When it comes to managing our investments, we can be our own worst enemies. Behavioral finance research has revealed how emotional and cognitive biases can lead investors to make financial decisions that harm rather than benefit them. From panic selling […]

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Maximize Contributions Before Year-End for Tax Benefits

December 10, 2024December 10, 2024 Jared Friedman CFP®Financial Planning

As the year draws to a close, it’s essential to recognize the significance of maximizing retirement contributions and harnessing valuable tax benefits. Retirement accounts such as 401(k)s, IRAs, and Health Savings Accounts (HSAs) are powerful tools with distinct advantages that […]

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3 Reasons Investors Can Be Thankful This Holiday Season

December 3, 2024December 3, 2024 Jared Friedman CFP®Investing Intelligence

After a historic year, investors have much to be thankful for this holiday season. Despite periods of uncertainty around the Federal Reserve, the presidential election, and geopolitical conflicts, the stock market has delivered exceptional returns in 2024. With only a […]

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What Will the New Administration Do First?

November 26, 2024November 26, 2024 Jared Friedman CFP®Financial Planning

Now that the election is over, what will the new administration prioritize in the new year? Here are a few things we’re watching in the months ahead: The debt ceiling debate may reignite in early 2025. The debt ceiling, the […]

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How the $36 Trillion National Debt Impacts Investors

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

The national debt is quickly approaching $36 trillion, according to the U.S. Treasury, a fact that has fueled concerns among investors and economists. This means that the federal debt has nearly quadrupled since before the 2008 global financial crisis, and […]

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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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