Elm Wealth

Elm Wealth Dynamic Index Investing: Combining the best of Passive and Active investing.

Let's say you founded and sold a company to OpenAI for stock. You can liquidate part of your position today, or wait a f...
05/20/2026

Let's say you founded and sold a company to OpenAI for stock. You can liquidate part of your position today, or wait a few more years for your shares to qualify for QSBS federal tax exemption, though California’s 13.3% tax will apply either way. How much, if any, should you sell now?

Read more: https://elmwealth.com/qsbs/

Probably the most popular insight to make its way from finance theory into everyday usage is that “diversification is th...
05/12/2026

Probably the most popular insight to make its way from finance theory into everyday usage is that “diversification is the only free lunch” in investing...but the maxim has taken on a life of its own, and in everyday usage “diversification” has come to mean something subtly different – and potentially misleading.

Read more: https://elmwealth.com/diversification/

12/05/2025

💲 You don’t need to pay exorbitant fees to adopt a sound investment strategy that works for you.

That’s just part of the reason why Elm only holds broad-market, low cost ETFs.

🎧 “From Hedge Fund Titan to Index Innovator” | The Market Mindset

12/01/2025

🤔 Deciding to be an index investor was just the first part of the equation.

The second was deciding to invest in index funds with an ‘eyes open’ approach. When expected return is high and risk is low, an investor should want more of an asset class, and vice versa.

That’s how Dynamic Index Investing was born.

🎧 “From Hedge Fund Titan to Index Innovator” | The Market Mindset

11/28/2025

⏪ Risk aversion is a natural and rational human preference that goes all the way back to the birth of economic thinking.

🎧 “From Hedge Fund Titan to Index Innovator” | The Market Mindset

11/24/2025

💡 Once it was decided that chasing alpha was notoriously difficult for an individual investor and index funds were the desired portfolio building block, Victor had various follow-up questions to address in regards to his asset allocation.

🎧 “Risk, Leverage, and Simplicity” | Forward Guidance
funds

11/21/2025

🔮 How well could you do trading stocks and bonds if you had the news from the front page of the WSJ one day in advance?

Try for yourself: https://hubs.ly/Q03V4RYc0

🗞️ Read more about our Crystal Ball Experiment here: https://hubs.ly/Q03V4Q0t0

🎧 “Risk, Leverage, and Simplicity” | Forward Guidance

11/19/2025

📍A good starting point of any investment decision is to think about expected return and risk.

Many people have heard of the traditional 60/40 portfolio, but what does that allocation really mean if not based on expected return or risk?

Last week, Victor joined Felix Jauvin on Forward Guidance to discuss all things investing, from his lessons learned at LTCM to modern asset allocation.

🎧 “Risk, Leverage, and Simplicity” | Forward Guidance

11/17/2025

🚨 If somebody comes to you and offers an investment with a 20% return and virtually no risk, common sense should tell you to walk away immediately.

But many people struggle with this question - which reveals the work there is to be done on the financial literacy front.

🗞️ Curious how you stack up? Check out our piece at https://hubs.ly/Q03TzBfd0 and try to answer the Big 5 Financial Literacy Questions for yourself!

🎧 “You're Focusing on the Wrong Question” | Excess Returns

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