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
Compound interest gets talked about a lot in investing. And rightfully so. It’s what allows you to turn your modest,...
Enough is Enough: Stop Playing the PPO’s Game with Jordon Comstock
In this webinar Jake Elm, CFP®, and Jordon Comstock, CEO of BoomCloud, discuss how membership plans can be part of...
How we think and feel about money has been on my mind a lot recently. Maybe it’s because I’ve been...
I’ve written several posts about investing trends and fads that have become popular over the past year or so. A...
It’s my birthday today. And instead of a post about money, I wanted to write another post about some of...
When it comes to investing in the stock market, average expected returns are thrown around a lot. Depending on who...
The Best Personal Finance Hack
If you’re a consumer of financial media, you’re familiar with the attention-grabbing headlines that are used for the purpose of...
Shawshank Redemption is one of the greatest movies of all time. Personally, it’s probably my second favorite movie ever. While...
We often hear crazy success stories of investors who bet big on a single stock and won big. These stories...
As I was scrolling through Twitter last week, I saw a chart that stopped my finger in its tracks. It...
Since the pandemic last March, the investing environment has been pretty wild. Day trading has seen a huge surge, trading...
The Basics of Building an Investment Portfolio
In this webinar, Matt Mulcock, CFP® and Jake Elm, CFP® will talk about dentists can build an Investment Portfolio to...