Featured Insights

The Most Revealing Question in Personal Investing...and How Warren Buffett Helps Us Answer It

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.

In the News

Victor Haghani's ELM Navigator ETF - Secrets To This Dynamic Fund Revealed

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

In the News

Bloomberg TV: Launch of New Elm Market Navigator ETF

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.

Featured Insights

A Double Kazoo with a Kazazz: Inverse-Double-Short-Leveraged ETFs Have Arrived!

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

In the News

Elm Webinar: April 3, 2025

April 11, 2025 — Welcome to the latest of Elm's online webinars, featuring Victor Haghani, Jerry Bell, and Mike Fothergill. In this video, we'll delve into Elm's investment philosophies and address questions from participants, focusing mostly on dynamic index investing strategies, insights into Elm's approach to portfolio management and market analysis.

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