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July 4th

July 2, 2024July 2, 2024 Jared Friedman CFP®Financial Planning

It’s July 4th, 1776. Think about where America was in that moment: Blood in the streets. A revolution against an empire. Families ripped apart because a war forced them to choose sides. Hopeful successes on the battlefield repeatedly followed by […]

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Understanding Your Role and Responsibilities as a Power of Attorney

June 25, 2024June 25, 2024 Jared Friedman CFP®Financial Planning

I wanted to provide you with some essential information regarding the role and responsibilities associated with being named a Power of Attorney (POA).  This is a critical aspect of estate planning and can have significant implications for both you and […]

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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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The Most Dangerous Behavioral Bias: Confirmation Bias

June 11, 2024June 11, 2024 Jared Friedman CFP®Financial Planning

Quick question: which behavioral bias do you think is the most dangerous? Is it our tendency to follow the herd and chase trends? (This one plays out a lot in the stock market.) Maybe the human desire to avoid losses even […]

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How Technological Innovations Impact the Stock Market

June 4, 2024June 4, 2024 Jared Friedman CFP®Investing Intelligence

Investors and the financial media tend to focus on macroeconomic concerns such as inflation, labor markets, and the Fed. While these topics are important, history shows that the economy and markets grow over long periods of time due to technological […]

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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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