Watch Intro Series

Jake Elm, CFP®

Financial Advisor

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

The Gell-Mann Amnesia Effect

I think it’s about time I do a post centered on Elon Musk. He’s probably the most talked-about person in...

Why Stocks?

As of 2021, 56% of American adults are investing in the stock market. And of that 56%, only around 10%...

Preparing For a Recession

Over the past handful of weeks, there seems to be an increasing number of people who believe that a recession...

What I’m Into

It’s time to do another post about some of my favorite things I’ve watched, listened to, and read recently. If...

An Inverted Yield Curve

I’ve seen quite a bit of chatter on my Twitter timeline this past week or so about the yield curve....

All Of A Sudden

Every year I get together with a few friends to watch the Academy Awards broadcast, more popularly known as the...

What Dental School Didn’t Teach You About Running a Practice

Adam Carraway, DDS, and Jake Elm, CFP®, discuss about developing skills and processes to more effectively run your practice and...

Saving vs. Investing

When having conversations about money, I often get questions that sound something like this: “Jake, I’ve saved up $1,000. Where...

Investing Lessons From March Madness

Over the last four days, there have been 48 college basketball games played in the men’s NCAA tournament — affectionately...

Taxes!

It’s tax season! That dreaded time of year where everyone has to sit down, do an accounting of last year’s...

Financial Vegetables

​​For most kids, at least the kids I grew up around, the idea of eating vegetables is not an appealing...

Geopolitical Strife and the Stock Market – Episode #325

As an international conflict unfolds, creating global uncertainty, what lessons can be learned about how markets reacted to similar events...