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What the Market Correction Means In The Long Run

October 31, 2023October 31, 2023 Jared Friedman CFP®Financial Planning

The author F. Scott Fitzgerald once wrote that “the test of a first-rate intelligence is the ability to hold two opposed ideas in the mind at the same time, and still retain the ability to function.” This concept, often referred […]

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Find That Lost Retirement Account

October 24, 2023October 24, 2023 Jared Friedman CFP®Financial Planning

Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t even remember. With over 24 million “forgotten” 401(k) accounts holding roughly $1.35 trillion in assets, even the most organized professional […]

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5 Insights for Long-Term Investors in Q4 2023

October 17, 2023October 17, 2023 Jared Friedman CFP®Investing Intelligence

As the final quarter of the year begins, markets are grappling with rising interest rates and continued economic uncertainty. These factors led the S&P 500 to decline 3.3% (with reinvested dividends) during the third quarter while the U.S. Aggregate bond […]

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How Middle East Conflicts Have Historically Impacted Markets

October 10, 2023October 10, 2023 Jared Friedman CFP®Financial Planning, Investing Intelligence

On the morning of Saturday, October 7, Hamas launched a surprise attack on Israel killing hundreds and plunging the region into further conflict. Israel immediately declared war on Hamas, responded with air strikes, and called up 300,000 army reservists. The […]

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Why the 4% Rule Is Only a Starting Point for Retirement

October 4, 2023October 4, 2023 Jared Friedman CFP®Financial Planning

Planning for retirement has never been more important and yet so challenging. Given the difficult inflationary conditions of the past two years, the risk that worries most retirees continues to be outliving their savings. This is because, when it comes […]

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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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