Investments

Is Gen Z Doomed?

By Jake Elm, CFP® , Financial Advisor

I hope everyone had an awesome Thanksgiving weekend! Now that we’re back in the swing of things, here are a...
Topics: Behavioral Finance, Early Career

Living Without Regret

By Jake Elm, CFP® , Financial Advisor

Happy Thanksgiving week! I can’t help but get a little sentimental at the end of each year as Thanksgiving and...
Topics: Behavioral Finance

50-Year Mortgages?!?

By Jake Elm, CFP® , Financial Advisor

I can never tell what piece of financial news is going to go “viral” and become a cultural talking point,...
Topics: Debt & Financing, Real Estate

What Are Dividends?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Some of the best content can come from real-life questions and examples. Here’s...
Topics: Finance 101, Investing

The Unknown

By Jake Elm, CFP® , Financial Advisor

Despite attending what felt like 50 different Halloween parties the past few weeks, so much so that my boys filled...
Topics: Behavioral Finance

Do You Need to Buy Gold?

By Jake Elm, CFP® , Financial Advisor

I came across this chart the other day that showed the value of equities held by people under 40 years...
Topics: Investing, Market

Progress > Perfection

By Jake Elm, CFP® , Financial Advisor

I’ve been known to enjoy watching a movie from time to time, and as such, I have a Letterboxd account....
Topics: Behavioral Finance

Random Acts of Finance

By Jake Elm, CFP® , Financial Advisor

Today’s post is going to be a shorter one. In reference to good writing principles, French philosopher Blaise Pascal once...
Topics: Behavioral Finance, Finance 101

Should You Make Extra Payments Toward Your Mortgage?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: The honest but often frustrating answer to the above question is, as with...
Topics: Debt & Financing, Real Estate

How Rich Are Americans?

By Jake Elm, CFP® , Financial Advisor

A recent survey by Empower asked Americans when they think they should reach certain financial milestones. Based on the responses,...
Topics: Behavioral Finance, Getting Organized

Golden Age Thinking

By Jake Elm, CFP® , Financial Advisor

If you haven’t seen the movie Midnight in Paris, it’s definitely worth a watch. It’s a sweet, fun, and thought-provoking...
Topics: Behavioral Finance

The Stock Market Still Works

By Jake Elm, CFP® , Financial Advisor

Going all the way back to 1930, the average annual return for the U.S. stock market has been right at...
Topics: Investing, Market