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
The most popular movie villain in recent years has been Thanos, the big bad purple dude at the center of...
I’ve realized that while I’ve mentioned cryptocurrency and Bitcoin in a few articles in the past, I’ve never really dedicated...
The 3 Types of Investment Accounts
These first few weeks of the year are when those who’ve made New Year’s resolutions are trying to establish new...
I recently came across an investing story that made my stomach churn. The story is from Vice and written by...
Jason Zweig, long-time investment writer and author of one of the best weekly finance blogs called The Intelligent Investor, was...
Should You Max Out Your 401(k)
I’ve been getting quite a few questions about 401(k)s lately; mainly people asking if they should contribute to their 401(k)...
What Type of Car Can You Afford?
It was brought to my attention that lately a lot of my posts have been more philosophical in nature and...
With Thanksgiving this week, we’re officially entering the holiday season! It’s the time of year where we spend more money...
Jason Zweig, long-time investment writer and author of one of the best weekly finance blogs called The Intelligent Investor, was...
How Much Money Is Considered Rich?
The other day I was asked, “how much money do you need to have to be considered rich?” This is...
Should You Pick Individual Stocks?
As I was perusing through Twitter the other day (something I do way too often although it’s the source of...