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
By Jake Elm, CFP® , Financial Advisor
Let’s take a look at historical U.S. stock market returns. Just to have a little fun. I think 30...
How Much Do You Have To Make To Feel Rich?
By Jake Elm, CFP® , Financial Advisor
Of course, the answer to the question in the title of this post will vary depending on the person. How...
By Jake Elm, CFP® , Financial Advisor
This past weekend I had a few experiences that didn’t quite go as planned. First, I went on a short...
By Jake Elm, CFP® , Financial Advisor
Let’s check in on the U.S. economy through a collection of charts and stats. Many Americans feel pessimistic about their...
By Jake Elm, CFP® , Financial Advisor
According to a survey by the Federal Reserve, about 58% of American adults are investing in the stock market as...
By Jake Elm, CFP® , Financial Advisor
It’s time for another post about some of my favorite things I’ve watched, listened to, or read recently. If you’re...
Investing Lessons From March Madness
By Jake Elm, CFP® , Financial Advisor
It’s that wonderful time of year again. March Madness kicks off this weekend. Beginning on Thursday, there will be 48...
By Jake Elm, CFP® , Financial Advisor
As part of my job, I sit down with the individuals I work with at the beginning of each year...
By Jake Elm, CFP® , Financial Advisor
I want to give a shoutout to my good friend, Ryan, who is an avid reader of this newsletter. He...
Same As Ever: A Guide to What Never Changes
By Jake Elm, CFP® , Financial Advisor
If you’ve been reading my newsletter for any amount of time, you’re familiar with how often I reference and quote...
How Much Is Your Car Costing You?
By Jake Elm, CFP® , Financial Advisor
I drive a 2012 Volkswagen Jetta. It just might be the least glamorous car on planet Earth. Mine is even...
5 Reasons Why Dentists Have a Love/Hate Relationship with Money
Do you ever feel like you're on an emotional rollercoaster when it comes to finances? Join us for an eye-opening...