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.

What’s Happening With The Housing Market?

By Jake Elm, CFP® , Financial Advisor

  If you took a snapshot of where the U.S. economy is right now, there are a lot of data...

Is the Stock Market More Risky Today than in the Past?

By Jake Elm, CFP® , Financial Advisor

I recently received the following email: “My experience with the stock market as an adult has been: I graduated college...

How To Make Money In A Bear Market

By Jake Elm, CFP® , Financial Advisor

As I’m writing this, on the first day of May, the S&P 500 is down about 8.5% from its high...

Navigating Stock Market Volatility

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: What a wild past week and a half in the stock market. On...

Investing Lessons From March Madness

By Jake Elm, CFP® , Financial Advisor

Over the last four days, there have been a whopping 48 college basketball games played, all part of a 68-team,...

What’s Going On With The Stock Market? Part Two

By Jake Elm, CFP® , Financial Advisor

Almost all of my conversations this past week have at some point shifted toward the stock market. Even as I...

What’s Going On With The Stock Market?

By Jake Elm, CFP® , Financial Advisor

As I’m writing this, the S&P 500 (an index tracking the 500 largest companies in the U.S.) is down about...

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...

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...

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 Dentists Wish They Learned in Dental School – Episode #593

On this episode of the Dentist Money Show, Matt and Ryan discuss insights shared by dentists in the Dentist Advisors...

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....