Finance 101 Archives

By Jake Elm, CFP® , Financial Advisor

I’ve been thinking about the role that luck plays in our lives recently, and wanted to revisit a story I...

By Jake Elm, CFP® , Financial Advisor

With President Trump’s strikes on Iran and the widening war across the Middle East, a lot of people are understandably...

By Jake Elm, CFP® , Financial Advisor

How difficult is it to pick the best-performing stocks? Well, it seems like pretty much everyone is on the hunt...

By Jake Elm, CFP® , Financial Advisor

One of the cool things about the internet is that you can occasionally find a nifty tool that makes complex...

By Jake Elm, CFP® , Financial Advisor

Kevin O’Leary is a Canadian businessman who has had a ton of success in his career. He founded a software...

By Jake Elm, CFP® , Financial Advisor

It’s been a while, so here’s another post about some of my favorite things I’ve watched, listened to, or read...

By Jake Elm, CFP® , Financial Advisor

A couple of weeks ago, I wrote about the best-performing asset classes of 2025. Emerging markets took the top spot,...

By Jake Elm, CFP® , Financial Advisor

I was in Disneyland this past week with my family, so I didn’t have time to write something new. However,...

By Jake Elm, CFP® , Financial Advisor

Each year, Ben Carlson updates his asset allocation quilt chart, detailing the performance of different market segments from the previous...

By Jake Elm, CFP® , Financial Advisor

This is a text I got from a friend a few days ago: “Jake, write an article next week on...

By Jake Elm, CFP®, Financial Advisor

Happy New Year! I hope all of your goals and resolutions are off to a strong start. via GIPHY Before...

By Jake Elm, CFP® , Financial Advisor

It’s the moment you’ve all been waiting for. In what has become a fun tradition for me, I’m ready to...

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