Managing Tradeoffs

By Jake Elm, CFP® , Financial Advisor

The other day, I saw a video of Dave Ramsey urging people to stop going to Starbucks and to make...

The 3 Ways to Build Wealth

By Jake Elm, CFP® , Financial Advisor

Around 62% of U.S. adults have at least some money invested in the stock market, up 1% from 2023 and...

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...

Living Without Regret

By Jake Elm, CFP® , Financial Advisor

Bronnie Ware is an Australian nurse who spent years working in palliative care with patients who had very little time...

The Thing About Ferraris

By Jake Elm, CFP® , Financial Advisor

I’m republishing an old post this week because I don’t have a lot of time and I also think this...

Sweat the Big Stuff

By Jake Elm, CFP® , Financial Advisor

We’ve all heard traditional financial media telling people to cut out lattes, stop eating out, and get rid of any...