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Backdoor Roth IRA

March 18, 2026March 18, 2026 Jared Friedman CFP®Financial Planning

The backdoor Roth IRA is an invaluable tax-planning tool for high-income individuals who want to maximize their tax-advantaged retirement savings. While direct Roth IRA contributions are restricted once your modified adjusted gross income (MAGI) exceeds certain limits ($144,000 for single […]

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How $100 Oil and the Middle East Conflict May Affect Your Portfolio

March 10, 2026March 10, 2026 Jared Friedman CFP®Financial Planning

The ongoing conflict in Iran and the effective closure of the Strait of Hormuz have pushed oil prices sharply higher. Both Brent crude and WTI have jumped from around $70 per barrel to around $100 in just a few days, […]

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Special Update: Iran and Long-Term Investing

March 4, 2026March 4, 2026 Jared Friedman CFP®Investing Intelligence

As you have seen in the news, the U.S. and Israel have launched military strikes against Iran, targeting its leadership, military assets, and nuclear infrastructure. Iran’s Supreme Leader is confirmed to have been killed, and Iran has retaliated with missile […]

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Many Questions??

February 25, 2026February 25, 2026 Jared Friedman CFP®Investing Intelligence

How does the Supreme Court’s tariff ruling affect the economy? Here are the key facts: • On February 20, 2026, the Supreme Court ruled 6-3 that the broad tariffs enacted by the White House under the International Emergency Economic Powers […]

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The Dow hit 50,000… so why does it feel uncomfortable?

February 17, 2026February 17, 2026 Jared Friedman CFP®Investing Intelligence

The Dow just crossed 50,000.¹ That’s a big number. A headline-worthy milestone. And on paper, it sounds like something worth celebrating. But if your first reaction wasn’t excitement, if it was hesitation, you’re not the only one. I’ve heard variations […]

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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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