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

Is Now a Good Time To invest?

The U.S. stock market is down around 23% from its highs as I’m writing this, which means we’re officially in...

Are We Entering a Recession?

Well, it seems like the economic news continues to get worse and worse. While some thought inflation might be slowing...

Compounding is Messy

Ben Carlson is one of my favorite finance writers. He has a blog called A Wealth of Common Sense and...

A Stock vs An Index

According to Jason Zweig, in the year following the market bottom on March 23, 2020, 96% of U.S. stocks had...

Some Food For Thought

I’ve been getting quite a few questions about the stock market and the economy recently, which makes sense as stocks...

The Unexpected

At the beginning of the year, my wife Kaycee and I decided we were ready to give in to our...

Stock Market Turbulence

Economic uncertainty seems to be on most people’s minds at the moment. Many are uneasy about the ongoing declines in...

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....