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
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...
It feels like everyone is getting into investing these days. Since the pandemic, trading activity has increased and has yet...
Morgan Housel is one of my favorite writers and I reference his work all the time. He recently wrote a...
This past week I came across a couple of studies conducted a few years ago on how millionaires made their...