Uncategorized Archives

By Jake Elm, CFP® , Financial Advisor

Here’s an opinion that may be controversial: I think every married couple should have combined finances and shared bank accounts....

By Jake Elm, CFP® , Financial Advisor

I recently received the following email: “My experience with the stock market as an adult has been: I graduated college...

By Jake Elm, CFP® , Financial Advisor

As I’m writing this, on the first day of May, the S&P 500 is down about 8.5% from its high...

By Jake Elm, CFP® , Financial Advisor

A Health Savings Account, or HSA, is an investment account that helps you save for medical expenses. According to a...

By Jake Elm, CFP® , Financial Advisor

I can’t stop thinking about the Masters. It’s the best golf tournament in the world, and we had a great...

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: What a wild past week and a half in the stock market. On...

By Jordan Haines, CFP® , Director of Financial Education

What Market Volatility Teaches Us About Long-Term Investing The headlines have been relentless lately. With the announcement of sweeping new...

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: As I write this, the U.S. stock market is taking a small tumble,...

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Almost every Monday, I log in to my LinkedIn account and peruse for...

By Jake Elm, CFP® , Financial Advisor

Over the last four days, there have been a whopping 48 college basketball games played, all part of a 68-team,...

By Jake Elm, CFP® , Financial Advisor

Almost all of my conversations this past week have at some point shifted toward the stock market. Even as I...

By Jake Elm, CFP® , Financial Advisor

As I’m writing this, the S&P 500 (an index tracking the 500 largest companies in the U.S.) is down about...

Uncategorized