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
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...
By Jake Elm, CFP® , Financial Advisor
I’ve written on more than a few occasions about the active versus passive investing debate, which will likely never end...
How Misunderstanding Taxes Could Cost You $10K or More
By Jake Elm, CFP® , Financial Advisor
TL;DR – Listen to the article post: Surveys show that about half of all Americans believe they pay
too much in...
Real Estate Vs. The Stock Market
By Jake Elm, CFP® , Financial Advisor
Of all the places to put your money to grow over time, investing in real estate really seems to grab...
By Jake Elm, CFP® , Financial Advisor
I wasn’t sure what I wanted to write about this week, then, as I was heading into work a few...
By Jake Elm, CFP® , Financial Advisor
The Bureau of Economic Analysis just released U.S. personal savings rate data for the month of July. This is the...
3 Election Year Myths that Can Hurt Investors
Is investing during an election year something to fear? It's natural to worry about how a contentious and polarizing political...