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
What’s Going On With The Stock Market? Part Two
By Jake Elm, CFP® , Financial Advisor
Almost all of my conversations this past week have at some point shifted toward the stock market. Even as I...
How to Prepare for a Successful Practice Transition
Thinking about selling your dental practice but unsure where to start? It’s one of the biggest decisions in a dentist’s...
What’s Going On With The Stock Market?
By Jake Elm, CFP® , Financial Advisor
As I’m writing this, the S&P 500 (an index tracking the 500 largest companies in the U.S.) is down about...
By Jake Elm, CFP® , Financial Advisor
Honestly, there’s no economic/personal finance topic that’s catching my interest this week. So you know what that means, another...
By Jake Elm, CFP® , Financial Advisor
There seems to be an increasing amount of people giving financial advice on social media. And while there’s nothing inherently...
By Jake Elm, CFP® , Financial Advisor
In response to last week’s post, I had quite a bit more people reach out with their thoughts and opinions...
By Jake Elm, CFP® , Financial Advisor
TL;DR – Listen to the article post: The other day, I saw a video of Dave Ramsey urging people to...
By Jake Elm, CFP® , Financial Advisor
TL;DR – Listen to the article post: Around 62% of U.S. adults have at least some money invested in the...
How Much Money Do the Top 10% Make?
By Jake Elm, CFP® , Financial Advisor
I saw a graph the other day showing that the upcoming generation is more focused on money than any generation...
By Jake Elm, CFP® , Financial Advisor
In a wonderful article recently published by Morgan Housel, he proposes that the more trivial our disagreements and arguments as...
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...