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
Love and Money: How couples can have healthy money conversations
By Jake Elm, CFP® , Financial Advisor
Money is by far the top cause of stress in America. More than 72% of people reported feeling stressed about...
By Jake Elm, CFP® , Financial Advisor
Instead of spending last week in the snow and freezing temperatures of Utah, I decided to go on a Disney...
What Was The Best Performing Asset of 2023?
By Jake Elm, CFP® , Financial Advisor
Let’s talk about investment performance. One of my favorite investing charts is Ben Carlson’s asset allocation quilt which shows the...
Can Behavioral Finance Be Taken Too Far?
By Jake Elm, CFP® , Financial Advisor
I don’t have a Twitter (or X) account anymore, but there was a tweet from a few days ago that...
One Dentist’s Journey From Associate to Owner – Episode #459
You know the quest to buy a practice can be fraught with challenges. Before taking the ownership plunge, it would...
What I’m Into – Best of 2023 Edition
By Jake Elm, CFP® , Financial Advisor
Instead of another post about some of my favorite things I’ve watched, listened to, or read recently, I wanted to...
By Jake Elm, CFP® , Financial Advisor
Charlie Munger, vice chairman of Berkshire Hathaway, right-hand man of Warren Buffett, and legendary investor, passed away a couple of...
By Jake Elm, CFP® , Financial Advisor
It feels like almost everyone I talk to isn’t happy about our current economy. The price of everything seems to...
The U.S. stock market hasn’t hit a new all-time high since January 3rd, 2022. As I’m writing this the S&P...
Are House Prices Going to Drop?
One of the most common questions I’ve been asked over the past few months has been: “Are house prices going...