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.”

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My Content

We Always Want More

It feels like almost everyone I talk to isn’t happy about our current economy. The price of everything seems to...

Lengthen Your Timeline

The U.S. stock market hasn’t hit a new all-time high since January 3rd, 2022. As I’m writing this the S&P...

Are House Prices Going to Drop?

One of the most common questions I’ve been asked over the past few months has been: “Are house prices going...

Traffic and the Stock Market

Last week I was working late into the evening finishing up some client meetings when I received a superbly-timed text...

What I’m Into

It’s been a while, so it’s time for another post about some of my favorite things I’ve watched, listened to,...

Some Tricks and Treats

With Halloween tomorrow, I’ve gathered some economic and financial data that I’m going to label as a trick (discouraging) or...

The Diderot Effect

With rising interest rates, high inflation, outrageous house prices, and expensive traveling costs, it feels like people should be spending...

What Are Mutual Funds?

“I don’t like mutual funds.” This was a comment someone made during a Q&A session at the end of a...

How Much Is $1 Million?

For as long as I can remember, becoming a millionaire has been the cultural gold standard for building wealth. Most...

The Case For Optimism

I’m going to attempt to relate college football to an investment principle. It may or may not work, but I’m...

A Few Things To Think About

I wanted to share a few things I’ve recently come across that have caught my attention and caused me to...

How Much Should You Spend On A House?

There doesn’t seem to be a lot of people buying houses right now. At least, not as many as usual....