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
In 1990, David Letterman asked his friend Jerry Seinfeld how his new sitcom was going. Jerry responded saying there was...
Earlier this year I wrote quite a bit about the stock market as it was beginning to decline and enter...
There tends to be a big difference between professional and amateur athletes when it comes to training. The natural intuition...
Should You Give Up a Low Mortgage Rate For a New House?
The housing market continues to be interesting to me. As most people are aware, over the past couple of years...
Let’s talk about spending. As is common, my desire to share a few thoughts on spending comes from stuff I’ve...
Why Do Stocks Go Up Over Time?
If you’re looking for a reason to invest your money in the stock market, this graph offers a pretty compelling...
Dentist Money Reads the News – Episode #348
Can you really know what’s best for your financial health when the media skews the truth to improve ratings and...