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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What Was The Best Performing Asset of 2023?

By Jake Elm, CFP® , Financial Advisor

Let’s talk about investment performance. One of my favorite investing charts is Ben Carlson’s asset allocation quilt which shows the...
Topics: Investing

Can Behavioral Finance Be Taken Too Far?

By Jake Elm, CFP® , Financial Advisor

I don’t have a Twitter (or X) account anymore, but there was a tweet from a few days ago that...
Topics: Behavioral Finance

What To Expect in 2024?

Almost exactly a year ago today, I wrote a post looking back on what had been a tough year for...
Topics: Market

What I’m Into – Best of 2023 Edition

By Jake Elm, CFP® , Financial Advisor

Instead of another post about some of my favorite things I’ve watched, listened to, or read recently, I wanted to...
Topics: Work Life Balance

Lessons From Charlie Munger

By Jake Elm, CFP® , Financial Advisor

Charlie Munger, vice chairman of Berkshire Hathaway, right-hand man of Warren Buffett, and legendary investor, passed away a couple of...
Topics: Investing

2023 Year-End Planning Guide

We Always Want More

By Jake Elm, CFP® , Financial Advisor

It feels like almost everyone I talk to isn’t happy about our current economy. The price of everything seems to...
Topics: Behavioral Finance, Spending

Lengthen Your Timeline

The U.S. stock market hasn’t hit a new all-time high since January 3rd, 2022. As I’m writing this the S&P...

Are House Prices Going to Drop?

One of the most common questions I’ve been asked over the past few months has been: “Are house prices going...

Traffic and the Stock Market

Last week I was working late into the evening finishing up some client meetings when I received a superbly-timed text...

What I’m Into

It’s been a while, so it’s time for another post about some of my favorite things I’ve watched, listened to,...

Some Tricks and Treats

With Halloween tomorrow, I’ve gathered some economic and financial data that I’m going to label as a trick (discouraging) or...