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
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...
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,...