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 Give Up a Low Mortgage Rate For a New House?
The housing market continues to be interesting to me. As most people are aware, over the past couple of years...
Why Do Stocks Go Up Over Time?
If you’re looking for a reason to invest your money in the stock market, this graph offers a pretty compelling...
Dentist Money Reads the News – Episode #348
Can you really know what’s best for your financial health when the media skews the truth to improve ratings and...
Where to Save for a Big Purchase
Throughout our lives, there will be various big purchases that need to be budgeted for separately from regular spending and...
4 Reasons Dentists Should Invest in Stocks – Episode #345
Dentists generally can invest in these asset classes: their practice (private business), real estate, and public markets. You’re already invested...