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
Economic uncertainty seems to be on most people’s minds at the moment. Many are uneasy about the ongoing declines in...
I think it’s about time I do a post centered on Elon Musk. He’s probably the most talked-about person in...
As of 2021, 56% of American adults are investing in the stock market. And of that 56%, only around 10%...
Over the past handful of weeks, there seems to be an increasing number of people who believe that a recession...
It’s time to do another post about some of my favorite things I’ve watched, listened to, and read recently. If...
I’ve seen quite a bit of chatter on my Twitter timeline this past week or so about the yield curve....
Every year I get together with a few friends to watch the Academy Awards broadcast, more popularly known as the...
What Dental School Didn’t Teach You About Running a Practice
Adam Carraway, DDS, and Jake Elm, CFP®, discuss about developing skills and processes to more effectively run your practice and...
When having conversations about money, I often get questions that sound something like this: “Jake, I’ve saved up $1,000. Where...
Investing Lessons From March Madness
Over the last four days, there have been 48 college basketball games played in the men’s NCAA tournament — affectionately...
It’s tax season! That dreaded time of year where everyone has to sit down, do an accounting of last year’s...