What I’m Into

By Jake Elm, CFP® , Financial Advisor

  Honestly, there’s no economic/personal finance topic that’s catching my interest this week. So you know what that means, another...

Are 401(k)s a Scam?

By Jake Elm, CFP® , Financial Advisor

There seems to be an increasing amount of people giving financial advice on social media. And while there’s nothing inherently...

Are You Saving Enough?

By Jake Elm, CFP® , Financial Advisor

In response to last week’s post, I had quite a bit more people reach out with their thoughts and opinions...

Managing Tradeoffs

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: The other day, I saw a video of Dave Ramsey urging people to...

The 3 Ways to Build Wealth

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Around 62% of U.S. adults have at least some money invested in the...

How Much Money Do the Top 10% Make?

By Jake Elm, CFP® , Financial Advisor

I saw a graph the other day showing that the upcoming generation is more focused on money than any generation...

Preparing for the Worst

By Jake Elm, CFP® , Financial Advisor

In a wonderful article recently published by Morgan Housel, he proposes that the more trivial our disagreements and arguments as...

Are Index Funds Really Diversified?

By Jake Elm, CFP® , Financial Advisor

Perhaps the most common piece of investing advice I see on TikTok, YouTube, Instagram Reels, CNBC articles, or wherever you...

What I’m Into – Best of 2024

By Jake Elm, CFP® , Financial Advisor

Last year I made Top-10 lists of my favorite movies and TV shows I watched throughout the year. I thought...

Was it a Good Year in the Stock Market?

By Jake Elm, CFP® , Financial Advisor

You’d be hard-pressed to find a better calendar year for the U.S. stock market than what we’ve seen in 2024....

Financial Vegetables

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: For most kids—at least the kids I grew up around—the idea of eating...

Do You Need to Buy Bitcoin?

By Jake Elm, CFP® , Financial Advisor

Bitcoin is up. If you didn’t know that, then you must not have anyone in your life who owns Bitcoin...