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
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...
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...