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Tempted by the mega-IPO rush?

June 23, 2026June 23, 2026 Jared Friedman CFP®Investing Intelligence

It’s hard to open a news app right now without seeing another story about the mega-IPO rush. SpaceX just went public in the largest IPO in history, debuting on the Nasdaq at a valuation north of $2 trillion. OpenAI and […]

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Risk Tolerance: How to know if you’re ready to invest

June 14, 2022June 14, 2022 Jared Friedman CFP®Investing Intelligence

Investing and saving are two of the best ways to reach your financial goals. However, some people who are eager to save show less enthusiasm when it comes to investment. This is because when they think about investing, all they […]

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Stock Splittin

August 24, 2020August 24, 2020 Jared Friedman CFP®Financial Planning

Two high profile companies –Apple and Tesla– have announced stock splits in the last few weeks, which makes it a great time to discuss what’s involved when a company announces a stock split.

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What is a Dividend?

August 28, 2017 Jared Friedman CFP®Frequently Asked Questions

Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. What is a Dividend? When considering the […]

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3 Financial Strategies to Avoid at All Cost

October 31, 2016June 18, 2018 Jared Friedman CFP®Investing Intelligence

As a CERTIFIED FINANCIAL PLANNER®, people treat me as a friend, a confidant, a therapist, a coach, a quarterback and a guide. Some of my clients were very successful in business and are now living off their wealth. Some are […]

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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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