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.

Roger Federer’s Investment Advice

By Jake Elm, CFP® , Financial Advisor

About a month ago, tennis legend (and the greatest player of all time?) Roger Federer gave out his three best...

Where to Save for a Big Purchase

By Jake Elm, CFP® , Financial Advisor

Throughout our lives, there will be various big purchases that need to be budgeted for separately from regular spending and...

Should You Buy Nvidia Stock?

By Jake Elm, CFP® , Financial Advisor

The amount of questions about Nvidia I’ve been getting recently is astonishing. Well, maybe it isn’t astonishing. via GIPHY For...

What I’m Into

By Jake Elm, CFP® , Financial Advisor

I believe it’s time for another post about some of my favorite things I’ve watched, listened to, or read recently....

What Would You Give Up For $1 Million?

By Jake Elm, CFP® , Financial Advisor

As can sometimes happen when you’re hanging out with friends, you start asking each other hypothetical questions to spur on...

How Much House Can You Afford?

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...

What Do People Think Is The Best Investment?

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,...

It Doesn’t Work Until It Does

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...

U.S. Stock Market Returns

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...

How Much Do You Have To Make To Feel Rich?

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...

Expecting The Unexpected

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...

How is the Economy Doing?

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...