How Elm Works
May 16, 2025 — Join the Victor, Jerry and more from the Elm team as they discuss our investment philosophies and answer questions from investors.
Featured Insights
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
April 24, 2025 — Victor Haghani and Barbara Friedberg discuss the newly launched ELM ETF and how it might revolutionize your investing.
In the News
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
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
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The content on this page is being provided as general market commentary and for educational purposes only. It does not constitute any form of investment advice, or any form of recommendation to buy or sell any securities or adopt any investment strategy mentioned herein, or any form of advertisement for Elm Wealth services or strategies. Any investment strategies and investment results discussed herein are for illustration purposes only in the context of the commentary, and do not reflect actual or hypothetical Elm Wealth strategies or results, or an offer to provide such strategies or results. This content is intended only to provide observations and views of the author(s) at the time of writing, both of which are subject to change at any time without prior notice. The information contained in the commentaries is derived from sources deemed by Elm Wealth to be reliable but its accuracy and completeness cannot be guaranteed. This material does not have regard to specific investment objectives, financial situation and the particular needs of any specific reader. Any views regarding future prospects may or may not be realized. Past performance is no guarantee of future results.
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