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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How Much Do You Have To Make To Feel Rich?

By Jake Elm, CFP® , Financial Advisor

Of course, the answer to the question in the title of this post will vary depending on the person. How...
Topics: Behavioral Finance

Expecting The Unexpected

By Jake Elm, CFP® , Financial Advisor

This past weekend I had a few experiences that didn’t quite go as planned. First, I went on a short...
Topics: Behavioral Finance

How is the Economy Doing?

By Jake Elm, CFP® , Financial Advisor

Let’s check in on the U.S. economy through a collection of charts and stats. Many Americans feel pessimistic about their...
Topics: Investing, Market

Why Invest in Stocks?

By Jake Elm, CFP® , Financial Advisor

According to a survey by the Federal Reserve, about 58% of American adults are investing in the stock market as...
Topics: Investing

What I’m Into

By Jake Elm, CFP® , Financial Advisor

It’s time for another post about some of my favorite things I’ve watched, listened to, or read recently. If you’re...
Topics: Work Life Balance

Investing Lessons From March Madness

By Jake Elm, CFP® , Financial Advisor

It’s that wonderful time of year again. March Madness kicks off this weekend. Beginning on Thursday, there will be 48...
Topics: Spending

Are You Spending Too Much?

By Jake Elm, CFP® , Financial Advisor

As part of my job, I sit down with the individuals I work with at the beginning of each year...
Topics: Spending

The Diet Pill Mentality

By Jake Elm, CFP® , Financial Advisor

I want to give a shoutout to my good friend, Ryan, who is an avid reader of this newsletter. He...
Topics: Behavioral Finance

Same As Ever: A Guide to What Never Changes

By Jake Elm, CFP® , Financial Advisor

If you’ve been reading my newsletter for any amount of time, you’re familiar with how often I reference and quote...
Topics: Behavioral Finance

How Much Is Your Car Costing You?

By Jake Elm, CFP® , Financial Advisor

I drive a 2012 Volkswagen Jetta. It just might be the least glamorous car on planet Earth. Mine is even...
Topics: Behavioral Finance, Debt & Financing, Spending

Nexting

By Jake Elm, CFP® , Financial Advisor

Instead of spending last week in the snow and freezing temperatures of Utah, I decided to go on a Disney...
Topics: Behavioral Finance, Spending, Work Life Balance

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