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By Jake Elm, CFP® , Financial Advisor

As I wrote about a couple of months ago, if there’s a group of people who have a reason to...

By Jake Elm, CFP® , Financial Advisor

Each year, Gallup surveys hundreds of Americans on what they think is the best long-term investment between stocks, bonds, cash,...

By Jake Elm, CFP® , Financial Advisor

My favorite Bradley Cooper movie is either A Star is Born or Silver Linings Playbook. Although, I do think...

By Jake Elm, CFP® , Financial Advisor

Let’s take a look at historical U.S. stock market returns. Just to have a little fun. I think 30...

By Jake Elm, CFP® , Financial Advisor

Of course, the answer to the question in the title of this post will vary depending on the person. How...

By Jake Elm, CFP® , Financial Advisor

This past weekend I had a few experiences that didn’t quite go as planned. First, I went on a short...

By Jake Elm, CFP® , Financial Advisor

Let’s check in on the U.S. economy through a collection of charts and stats. Many Americans feel pessimistic about their...

By Jake Elm, CFP® , Financial Advisor

According to a survey by the Federal Reserve, about 58% of American adults are investing in the stock market as...

By Jake Elm, CFP® , Financial Advisor

It’s time for another post about some of my favorite things I’ve watched, listened to, or read recently. If you’re...

By Jake Elm, CFP® , Financial Advisor

It’s that wonderful time of year again. March Madness kicks off this weekend. Beginning on Thursday, there will be 48...

By Jake Elm, CFP® , Financial Advisor

As part of my job, I sit down with the individuals I work with at the beginning of each year...

By Jake Elm, CFP® , Financial Advisor

I want to give a shoutout to my good friend, Ryan, who is an avid reader of this newsletter. He...

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