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
Every year Gallup conducts a survey that asks a group of 500 Americans what they think is the best long-term...
Should You Own International Stocks?
The S&P 500 is a stock index that tracks the performance of the 500 biggest companies in the United States....
Should You Buy Whole Life Insurance?
I’ve been getting quite a few questions about life insurance lately. I understand that insurance isn’t exactly the most exhilarating...
I really enjoy playing the game of golf. Now that it’s starting to warm up after a long winter, I’ll...
If you haven’t seen the movie Midnight in Paris, I’d definitely recommend giving it a watch. It’s a sweet, fun,...
Here are some charts and statistics that don’t necessarily have anything to do with each other, but have recently caught...
It’s been a few months, so it’s time for another post about some of my favorite things I’ve watched, listened...
The latest 12-month return through the end of March for the U.S. stock market is a loss of around 9%....
How Are You Going To Spend Your Money?
My wife is a huge Taylor Swift fan. Now, I know it seems like everyone is a huge Taylor Swift...
What Modern Banking Means for Dentistry
Banking is continually evolving. Join Blake Vargo from Bank of America and Jake Elm, CFP® for an in depth discussion...
The only thing on my Twitter feed the past few weeks has been tweets about the collapse of Silicon Valley...
How Much Do People Have Saved for Retirement?
A few weeks ago I shared some data on average income levels across different age groups in America. As it...