Jake Elm, CFP®

Financial Advisor

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 played a key role in enhancing the firm’s investment management processes. He is also the author of a popular weekly blog called “Money Talks.”

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My Content

Preparing For a Recession

Over the past handful of weeks, there seems to be an increasing number of people who believe that a recession...

What I’m Into

It’s time to do another post about some of my favorite things I’ve watched, listened to, and read recently. If...

An Inverted Yield Curve

I’ve seen quite a bit of chatter on my Twitter timeline this past week or so about the yield curve....

All Of A Sudden

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...
Topics: Practice Management

Saving vs. Investing

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...

Taxes!

It’s tax season! That dreaded time of year where everyone has to sit down, do an accounting of last year’s...

Financial Vegetables

​​For most kids, at least the kids I grew up around, the idea of eating vegetables is not an appealing...

Geopolitical Strife and the Stock Market – Episode #325

As an international conflict unfolds, creating global uncertainty, what lessons can be learned about how markets reacted to similar events...
Topics: Behavioral Finance

Uncertain Times

I wasn’t sure what I was going to write about this week and was thinking about different topics when this...

Is Your House a Good Investment?

For the majority of Americans, their home is their biggest financial asset. And it’s not really that close. For the...