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
I wanted to share a few things I’ve recently come across that have caught my attention and caused me to...
How Much Should You Spend On A House?
There doesn’t seem to be a lot of people buying houses right now. At least, not as many as usual....
Long-Term Returns Are All That Matter
I was playing golf the other day and had an awesome five-hole stretch to finish my round. I scored three...
Financial Advice From A Stranger
Last week my two one-year-old boys came down with a cold. This is their first experience with being sick and...
An Argument For Shared Bank Accounts
Here’s an opinion that may be controversial: I think every married couple should have combined finances and shared bank accounts....
Student Loan Info Session: 5 Tips to Ace Your Repayment
Ring the bell, student loan payments are back in session! Join Jake Elm, CFP® and Taylor Sutterfield, MAcc, CFP® for...
We’re inundated with bad or scary news all the time. It’s everywhere we look. And to be honest, it’s simply...
Every year Vanguard releases its How America Saves report which details what percentage of income people are saving into their...
Are The Biggest Stocks The Best Stocks?
The U.S. stock market is up around 14% since January. Not bad for a six-month stretch and a welcome sight...
The Problem With Market Timing
I’ve been writing about an impending recession for quite a while now. Last May, I wrote a post titled “Preparing...
The Fisherman and the Investment Banker
There’s a well-known finance parable that resonates with me each time I read it. A few days ago I came...