Jake is a CERTIFIED FINANCIAL PLANNER™ and a graduate of Utah Valley University’s nationally ranked Personal Financial Planning program. As a financial advisor at Dentist Advisors, he provides dentists with fiduciary guidance related to investments, debt, savings, taxes, and insurance. Since joining the company in 2018, Jake has been instrumental in improving our Elements® and investment management processes. He is also the author of a popular weekly blog called “Money Talks.”
My Content
Was it a Good Year in the Stock Market?
By Jake Elm, CFP® , Financial Advisor
You’d be hard-pressed to find a better calendar year for the U.S. stock market than what we’ve seen in 2024....
By Jake Elm, CFP® , Financial Advisor
For most kids—at least the kids I grew up around—the idea of eating vegetables is not an appealing one. Growing...
By Jake Elm, CFP® , Financial Advisor
Bitcoin is up. If you didn’t know that, then you must not have anyone in your life who owns Bitcoin...
By Jake Elm, CFP® , Financial Advisor
Bronnie Ware is an Australian nurse who spent years working in palliative care with patients who had very little time...
By Jake Elm, CFP® , Financial Advisor
I’m republishing an old post this week because I don’t have a lot of time and I also think this...
By Jake Elm, CFP® , Financial Advisor
We’ve all heard traditional financial media telling people to cut out lattes, stop eating out, and get rid of any...
The Election and the Stock Market
By Jake Elm, CFP® , Financial Advisor
If I’m not mistaken, there will be a U.S. presidential election tomorrow. So, I’m going to write a post that...
By Jake Elm, CFP® , Financial Advisor
I will often get questions that sound something like this: “Jake, I’ve saved $1,000. Where should I invest it to...
Are We Doing Better Than We Think We Are?
By Jake Elm, CFP® , Financial Advisor
I want to share some data and charts that have caught my attention recently. It seems like it’s becoming increasingly...
Money and Emotions: How feelings can shape our finances – Episode #573
Ninety-five percent of our decisions and behaviors are shaped unconsciously by our subconscious mind. Money is more than just numbers—it’s...
By Jake Elm, CFP® , Financial Advisor
How we think and feel about money has been on my mind a bit. I’ve been thinking about how those...