Financial Education Library for Dentists

Our financial education library is filled with dental-specific insights on investing, retirement planning, personal finance, tax management, insurance, debt management, profitability, and other financial topics. Explore our collection of articles, courses, podcasts, videos, and eGuides.

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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

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

Investing Basics Every Dentist Should Know

On this episode of The Dentist Money Show, Matt and Rabih kick off a new investing series by breaking down...
Topics: Finance 101, Investing

What Is Your Financial Advisor Doing With Your Money?

On this episode of The Dentist Money Show, Matt and Taylor explain why dentists don’t need an advisor to beat...
Topics: Advisors, Investing

Inside a Dentist’s Investment Portfolio: What We Changed (and Why)

On this episode of The Dentist Money Show, Matt, Rabih, and Will walk through a case study of a real...
Topics: Finance 101, Investing

How Does the Stock Market Perform After Declines?

By Jake Elm, CFP® , Financial Advisor

The stock market has taken a bit of a tumble recently. Interestingly enough, almost exactly a year ago, the stock...
Topics: Investing, Market

Investing Lessons From March Madness

By Jake Elm, CFP® , Financial Advisor

Just as March Madness rolls around each year, so does this article. I share it every year because I think...
Topics: Investing

Stop Complaining About Gas Prices

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...
Topics: Finance 101, Market

The Next Big AI Company?

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...
Topics: Market

On Silver and Diversification

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,...
Topics: Market

What Was The Best Investment in 2025?

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...
Topics: Investing

Do Trump Accounts Stink?

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...
Topics: Finance 101, Investing