Financial Planning Archives

By Jake Elm, CFP® , Financial Advisor

Last week, I wrote about young people turning to sports betting, day trading, and other speculative investments, partly because of...

By Jake Elm, CFP® , Financial Advisor

Football is right around the corner. What’s also right around the corner is the flood of sports betting ads that...

By Jake Elm, CFP® , Financial Advisor

A while back, I wrote that while owning a home has traditionally been viewed as the cornerstone of Americans’ ability...

By Jake Elm, CFP® , Financial Advisor

Perhaps one of our most polarizing modern proverbs is “money can’t buy happiness.” I get the sense that whenever the...

By Jake Elm, CFP® , Financial Advisor

One of the most dependable features of the stock market is that it’s cyclical. For much of the past decade,...

By Jake Elm, CFP® , Financial Advisor

In the year 1776, the average life expectancy was around 35 to 38 years old. In 2026, the average U.S....

By Jake Elm, CFP® , Financial Advisor

This past week has been a fun time to be a Utah Jazz fan. Four years ago, the franchise decided...

By Jake Elm, CFP® , Financial Advisor

I’ve been having quite a few conversations about investment portfolio allocation recently. Mainly around people wanting to hold fewer bonds...

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

At the beginning of April, I wrote about how the stock market had taken a tumble largely due to the...

By Jake Elm, CFP® , Financial Advisor

The New York Knicks are the biggest story in sports right now. Despite being the second most popular NBA franchise...

By Jake Elm, CFP® , Financial Advisor

Last week, I mentioned that the U.S. stock market has been on a run over the past three years. Here...

Financial Planning