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.

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Saving vs. Investing

By Jake Elm, CFP® , Financial Advisor

I will often get questions that sound something like this: “Jake, I’ve saved $1,000. Where should I invest it to...
Topics: Investing, Saving

Are We Doing Better Than We Think We Are?

By Jake Elm, CFP® , Financial Advisor

I want to share some data and charts that have caught my attention recently. It seems like it’s becoming increasingly...
Topics: Behavioral Finance, Economy

How Do You Feel About Money?

By Jake Elm, CFP® , Financial Advisor

How we think and feel about money has been on my mind a bit. I’ve been thinking about how those...
Topics: Behavioral Finance, Spending

Is Stock Picking Worth It?

By Jake Elm, CFP® , Financial Advisor

I’ve written on more than a few occasions about the active versus passive investing debate, which will likely never end...
Topics: Investing, Market

Real Estate Vs. The Stock Market

By Jake Elm, CFP® , Financial Advisor

Of all the places to put your money to grow over time, investing in real estate really seems to grab...
Topics: Behavioral Finance

The Final “Woj Bomb”

By Jake Elm, CFP® , Financial Advisor

I wasn’t sure what I wanted to write about this week, then, as I was heading into work a few...
Topics: Behavioral Finance

Why Are People Saving Less?

By Jake Elm, CFP® , Financial Advisor

The Bureau of Economic Analysis just released U.S. personal savings rate data for the month of July. This is the...
Topics: Behavioral Finance, Saving

It’s Not Too Late

By Jake Elm, CFP® , Financial Advisor

We’ve all seen the statistics that show far too many Americans have very little to nothing saved for retirement. Here’s...
Topics: Investing, Market

Did We Just Experience A Flash Crash?

By Jake Elm, CFP® , Financial Advisor

Typically, when trying to learn about the stock market I’ll use examples from the past to try and give us...
Topics: Investing, Market

This Is Why You Should Invest

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the blog post:  The year is 1994. The median household income in the U.S. is...
Topics: Investing, Market

How Many Stocks Succeed?

By Jake Elm, CFP® , Financial Advisor

I’m not sure if you’ve heard, but there is going to be a U.S. presidential election in 2024. And with...
Topics: Finance 101, Investing, Market

How Many People Are Millionaires?

By Jake Elm, CFP® , Financial Advisor

How many millionaires are there in the world? Before you answer, let’s define millionaire. A millionaire is someone who has...
Topics: Finance 101, Income, Investing