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
Are Index Funds Really Diversified?
By Jake Elm, CFP® , Financial Advisor
Perhaps the most common piece of investing advice I see on TikTok, YouTube, Instagram Reels, CNBC articles, or wherever you...
By Jake Elm, CFP® , Financial Advisor
TL;DR – Listen to the article post: Something about the beginning of a new year makes us all feel like...
By Jake Elm, CFP® , Financial Advisor
Last year I made Top-10 lists of my favorite movies and TV shows I watched throughout the year. I thought...
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
TL;DR – Listen to the article post: For most kids—at least the kids I grew up around—the idea of eating...
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...