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
Should You Own International Stocks?
The S&P 500 is a stock index that tracks the performance of the 500 biggest companies in the United States....
Should You Buy Whole Life Insurance?
I’ve been getting quite a few questions about life insurance lately. I understand that insurance isn’t exactly the most exhilarating...
How Are You Going To Spend Your Money?
My wife is a huge Taylor Swift fan. Now, I know it seems like everyone is a huge Taylor Swift...
What Modern Banking Means for Dentistry
Banking is continually evolving. Join Blake Vargo from Bank of America and Jake Elm, CFP® for an in depth discussion...
How Much Do People Have Saved for Retirement?
A few weeks ago I shared some data on average income levels across different age groups in America. As it...
Investing Lessons From March Madness
Beginning this Thursday, there will be 48 men’s college basketball games played over the course of four days as part...