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Asset Location vs. Asset Allocation

October 20, 2026October 20, 2026 Jared Friedman CFP®Financial Planning

Even the healthiest seed will struggle if it is planted in the wrong type of soil. Investments can work the same way since some assets benefit from being placed in specific vehicles, particularly when it comes to how they are […]

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Am I Rich? A Better Way to Think About Wealth

October 13, 2026October 13, 2026 Jared Friedman CFP®Financial Planning

“Am I rich?” It sounds like a simple question. But the answer depends on what you mean by rich. You might mean having a high income. You might mean owning a certain amount of money or property. Or you might […]

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The Role of Bonds

October 6, 2026October 6, 2026 Jared Friedman CFP®Investing Intelligence

Bonds have a reputation for being the boring part of an investment portfolio. They’re supposed to provide a little stability. No drama, please! Well, the market apparently didn’t get the memo. Government bonds have been selling off recently, pushing Treasury […]

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What 7% Mortgage Rates Could Mean for Housing and the Economy

September 29, 2026September 29, 2026 Jared Friedman CFP®Financial Planning

Mortgage rates affect much more than a homeowner’s monthly payment. They also influence home sales, home prices, consumer spending, and the broader economy. For many households, a home is their largest asset, biggest monthly expense, and most significant source of […]

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What does the first Fed rate hike in three years mean?

September 22, 2026September 22, 2026 Jared Friedman CFP®Financial Planning

At its September meeting, the Fed unanimously decided to raise its benchmark interest rate by 0.25%, to a range of 3.75% to 4.0%. This is the first rate increase since 2023 and is in response to higher inflation, primarily due […]

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Recent Posts

  • Asset Location vs. Asset Allocation
  • Am I Rich? A Better Way to Think About Wealth
  • The Role of Bonds
  • What 7% Mortgage Rates Could Mean for Housing and the Economy
  • What does the first Fed rate hike in three years mean?

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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