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
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...
Last week I was working late into the evening finishing up some client meetings when I received a superbly-timed text...
It’s been a while, so it’s time for another post about some of my favorite things I’ve watched, listened to,...
With Halloween tomorrow, I’ve gathered some economic and financial data that I’m going to label as a trick (discouraging) or...
With rising interest rates, high inflation, outrageous house prices, and expensive traveling costs, it feels like people should be spending...
“I don’t like mutual funds.” This was a comment someone made during a Q&A session at the end of a...