Education Library

Financial Education Library for Dentists

Our financial education library is filled with dental-specific insights on investing, retirement planning, personal finance, tax management, insurance, debt management, profitability, and other financial topics. Explore our collection of articles, courses, podcasts, videos, and eGuides.

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What’s Going On With The Stock Market?

By Jake Elm, CFP® , Financial Advisor

It’s been a minute since I’ve written about the stock market, and what better time to check in than after...

Sudden Wealth Syndrome

By Jake Elm, CFP® , Financial Advisor

Bloomberg recently published an article examining the lives of tech founders and employees who either sold a company or had...

Should You Buy Bonds Right Now?

By Jake Elm, CFP® , Financial Advisor

I know nothing gets people going like a newsletter about bonds. Please try to contain your excitement. But I have...

Investing for Retirement: A Dentist’s Guide to Building Wealth

Join Rabih Dimachki, CFA and Jake Elm, CFP® from Dentist Advisors for a practical conversation about how investing can accelerate...

Putting It All Together: How Dentists Can Invest With Confidence

On this episode of The Dentist Money Show, Matt and Rabih wrap up their investing series by putting the pieces...

Why You Need To Invest

By Jake Elm, CFP® , Financial Advisor

Last week, I wrote about young people turning to sports betting, day trading, and other speculative investments, partly because of...

Are You Investing or Gambling?

By Jake Elm, CFP® , Financial Advisor

Football is right around the corner. What’s also right around the corner is the flood of sports betting ads that...

What Should Be Inside a Dentist’s Investment Portfolio?

On this episode of The Dentist Money Show, Matt and Rabih continue their investing series by exploring the core building...

Is Owning a Home Overrated?

By Jake Elm, CFP® , Financial Advisor

A while back, I wrote that while owning a home has traditionally been viewed as the cornerstone of Americans’ ability...

Our Investment Philosophy for Dentists

Investing doesn’t have to be complicated to be effective. Learn how Dentist Advisors approaches investing through evidence-based strategies, low-cost portfolios,...