Watch Intro Series

Jake Elm, CFP®

Financial Advisor

As a financial advisor at Dentist Advisors, Jake Elm provides dentists with fiduciary guidance related to investments, debt, savings, taxes, and insurance. Since coming to Dentist Advisors, Jake has worked closely with other advisors and has also been instrumental in improving our Elements® and investment management processes. Jake is a CFP® and a graduate of Utah Valley University’s nationally ranked Personal Financial Planning program.


My Content

Trying Too Hard

I stole the title of this post from an investing speech I recently read that was given at Rockford College...

Anything But Average

From 1926 to 2020, the average return for the U.S. stock market was basically 10% per year. Not too shabby....

The “Rich Friend” Myth

Since I’ve started working as a financial advisor I’ve noticed that people seem more willing to open up to me...

Lessons From My Robinhood Account: Part 2

It seems like every week now there’s some new speculative investment that’s supposedly “going to the moon.” It was GameStop...

Lessons From My Robinhood Account

The first investment account I ever opened was a Robinhood account that I started in college. I opened the account...

Buying a House, In This Market??

This summer my wife and I are planning on taking the plunge into the home-buying process and hopefully, we’ll come...

Investing Through Bubbles

This past week I came across what I think is an incredible insight on financial bubbles: “Assets whose prices more...

How to Combat Inflation

The latest round of stimulus checks was sent out in the last couple of weeks. This is now the third...

What’s a Diversified Portfolio?

When talking about investing and investment strategies, the term “diversified portfolio” comes up often. A friend recently brought to my...

The Fear of Missing Out

It feels like everyone is getting into investing these days. Since the pandemic, trading activity has increased and has yet...

The Thing About Ferraris

Morgan Housel is one of my favorite writers and I reference his work all the time. He recently wrote a...

How to Become a Millionaire

This past week I came across a couple of studies conducted a few years ago on how millionaires made their...