May 12, 2025 — By Victor Haghani and James White [note]This is not an offer or solicitation to invest, nor are we tax experts and nothing herein should be construed as tax advice. Past returns are not indicative of future performance. All errors are our own, they are fewer due to the help of our friends David Blob, Larry Hilibrand, Mark Jansen, and Jeffrey Rosenbluth, as well as our colleague Jerry Bell, who gave their comments on this article.

April 24, 2025 — Victor Haghani and Barbara Friedberg discuss the newly launched ELM ETF and how it might revolutionize your investing.

April 21, 2025 — "Bloomberg ETF IQ" focuses on the opportunities, risks and current trends tied to the trillions of dollars in the global exchange traded funds industry. Today's guests: CIO of Elm Wealth and Co-Founding Partner of Long-Term Capital Management Victor Haghani, and Vanguard Fixed Income Product Manager Rebecca Venter.

April 15, 2025 — By Victor Haghani and James White [note]This is not an offer or solicitation to invest, nor are we tax experts and nothing herein should be construed as tax advice. Past returns are not indicative of future performance. Thank you to our colleagues Jerry Bell, Steven Schneider and Brandon Labbe for their help with this note, and also to our friends who let us share our thinking with them. You know who you are, but we