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 Pay Off Your Mortgage Early?
If you haven’t noticed, houses have been on my mind lately. I wrote about them last week and I’m going...
I was having a conversation with my parents the other day and, as often happens these days, the subject turned...
I’m sure we’ve all heard the stories by now. Everyone seems to have a friend who knows a coworker that...
I stole the title of this post from an investing speech I recently read that was given at Rockford College...
From 1926 to 2020, the average return for the U.S. stock market was basically 10% per year. Not too shabby....
Since I’ve started working as a financial advisor I’ve noticed that people seem more willing to open up to me...
Lessons From My Robinhood Account: Part 2
It seems like every week now there’s some new speculative investment that’s supposedly “going to the moon.” It was GameStop...
Lessons From My Robinhood Account
The first investment account I ever opened was a Robinhood account that I started in college. I opened the account...
Buying a House, In This Market??
This summer my wife and I are planning on taking the plunge into the home-buying process and hopefully, we’ll come...
This past week I came across what I think is an incredible insight on financial bubbles: “Assets whose prices more...
The latest round of stimulus checks was sent out in the last couple of weeks. This is now the third...
What’s a Diversified Portfolio?
When talking about investing and investment strategies, the term “diversified portfolio” comes up often. A friend recently brought to my...