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What History Says About Markets Reaching All-Time Highs

January 30, 2024January 30, 2024 Jared Friedman CFP®Investing Intelligence

The author Fyodor Dostoevsky once wrote that “man only likes to count his troubles; he doesn’t calculate his happiness.” The idea that the glass is always half empty perfectly captures how many investors feel about the economy and financial markets, […]

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5 Benefits of a 401(k) Plan

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

In a world where the future is uncertain, the importance of saving for retirement cannot be overstated. As we navigate the complexities of financial planning, one beacon of hope emerges—the 401(k) plan. Widely adopted by employers as a cornerstone of […]

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Is Inflation Rising Again?

January 18, 2024January 18, 2024 Jared Friedman CFP®Financial Planning

As we kick off 2024, the latest data is raising some concerns about inflation. Let’s dive into some data and take a look. (Not interested? Scroll down to the P.S. for an update on some new tax laws in Congress.) […]

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5 Insights to Understand Markets in 2024

January 9, 2024January 9, 2024 Jared Friedman CFP®Financial Planning, Investing Intelligence

2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated exceptional returns of 26.3%, 16.2%, and 44.7% with reinvested dividends last year, respectively. The S&P has come full […]

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Unhappy With Your Advisor?

January 3, 2024January 3, 2024 Jared Friedman CFP®Financial Planning

Ever wonder why some people are perfectly calm during market swings… While you’re left wondering what’s going on? And what you should do next? If you’re 100% happy with the advice you’re getting and totally relaxed about your portfolio – […]

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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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