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
Where to Save for a Big Purchase
Throughout our lives, there will be various big purchases that need to be budgeted for separately from regular spending and...
4 Reasons Dentists Should Invest in Stocks – Episode #345
Dentists generally can invest in these asset classes: their practice (private business), real estate, and public markets. You’re already invested...
The U.S. stock market is down around 23% from its highs as I’m writing this, which means we’re officially in...
Well, it seems like the economic news continues to get worse and worse. While some thought inflation might be slowing...
Ben Carlson is one of my favorite finance writers. He has a blog called A Wealth of Common Sense and...
According to Jason Zweig, in the year following the market bottom on March 23, 2020, 96% of U.S. stocks had...
I’ve been getting quite a few questions about the stock market and the economy recently, which makes sense as stocks...