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Active VS Passive – The Great Debate

May 31, 2017June 18, 2018 Jared Friedman CFP®Investing Intelligence

Active vs. Passive Investing Can we settle the debate? It’s one of the first questions that comes up when  the conversation moves to investing: “which do you think is better over the long-term: active portfolio management or passive portfolio management?” […]

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The Hateful 8 Investing Mistakes You Will Make

October 13, 2016June 18, 2018 Jared Friedman CFP®Investing Intelligence

I take my emergency fund very seriously.  Having cash on hand is the only true safety net that will help me get out of any financial jam, including investing mistakes.  Access to credit is a lifeline too, but it doesn’t […]

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Rebalance or Reboot

August 26, 2016June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

Portfolio Manteniance   The words rebalance and redesign sound similar, but are two completely different concepts with different applications. Once you have begun investing you will need to evaluate your portfolio on a regular basis.  Life happens. So your portfolio […]

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What is Asset Allocation?

August 16, 2016June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

Everything You Ever Wanted to Know about Asset Allocation   What is an asset anyway? It’s an interesting question, because no one ever seems to ask. In conversation, however, it becomes clear that our conventional misunderstanding can carry financial repercussions. […]

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Global Investing for Diversification

July 27, 2016June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

Diversification  through Global Investing Let’s Talk About it! It’s almost time for the Olympics, and a perfect time to think about your investments on a global scale.I know that there are many questions about the advantages and challenges of international […]

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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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