Retirement Savings

Can Money Buy Happiness?

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...
Topics: Behavioral Finance

Nothing Works Forever

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,...
Topics: Market

Happy Birthday America

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....
Topics: Behavioral Finance

How Do You Want To Spend Your Time?

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...
Topics: Behavioral Finance

Stocks vs. Bonds vs. Cash

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...
Topics: Finance 101, Investing

What I’m Into

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...
Topics: Work Life Balance

How Much Are You Saving?

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...
Topics: Saving

Would You Sell Your NBA Finals Tickets?

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...
Topics: Behavioral Finance

Are You Taking Advantage Of This Market?

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...
Topics: Market

Why Do We Feel So Bad Financially?

By Jake Elm, CFP® , Financial Advisor

A new survey from Gallup shows that Americans feel worse off financially today than at any point in the last...
Topics: Behavioral Finance, Getting Organized

Is $500,000 Enough?

By Jake Elm, CFP® , Financial Advisor

There was a graph from a Goldman Sachs survey making the rounds on my side of LinkedIn this past week....
Topics: Income

Just Save

By Jake Elm, CFP® , Financial Advisor

It seems like money has just been flying out of my wallet lately. $3,500 – A late-night emergency room visit...
Topics: Saving