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Golden Nuggets from the Oracle of Omaha

Posted Mar 01, 2018  |  By Eric S. Holt, CFA

I look forward to reading the Berkshire Hathaway Annual Letter every February. Warren Buffett always delivers many insightful quips on life and investing. This year’s edition didn’t disappoint. Read on to learn more.

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The Dow: Not What You Think

Posted Feb 14, 2018  |  By Eric S. Holt, CFA

On February 5th, 2018 the Dow Jones Industrial Average (DJIA) closed down 1,175 points which represented the largest one-day drop in the DJIA’s long history. Is that what “the market” did that day? Does the Dow measure the performance of the underlying stocks? What do the points represent? Most will be surprised at the answers to these questions. Read on to learn more.

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2017: More Growth and Some Caution

Posted Jan 08, 2018  |  By Eric S. Holt, CFA

Friends, our year-end letter includes an update on our firm, investment perspectives on the new tax law, a discussion of the year’s dominant investment theme, a bet by Warren Buffett, and our portfolio positioning as we enter 2018. Thank you for committing the time to learn more about 7258 Wealth Management. Please follow this link to read more.

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Active vs. Passive Roundtable

Posted Nov 22, 2017  |  By Eric S. Holt, CFA

The Investment Committee of 7258 Wealth Management meets regularly to discuss various aspects of client portfolio positioning, valuations, and market conditions and opportunities. Recently, the conversation turned to active and passive management. Please follow this link to read more.

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Thoughts on Saving for College

Posted Sep 07, 2017  |  By Steven Fraser, PhD

You have raised your children right, groomed them for success, funded the 529 Plan and now it’s time for them to head off to college. 7258 offspring entered Northwestern University and the University of Florida last fall. Steve Fraser, our Director of Analysis, shares his experience on navigating a 529 Plan through his daughter’s freshman year. Please follow this link to read more.

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Don’t be so Sure

Posted Apr 27, 2017  |  By Eric S. Holt, CFA

I was invited by Institutional Investor to present to their RIA Institute in Chicago last week.  They asked me to discuss the impact of Behavioral Finance on the Active-Passive Debate.  Simply, behavioral finance is the study of why and how people make financial decisions (and how they make the same mistakes over and over).  I am going to cover many of these in a series of blogs.  We are going to start with Overconfidence.

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7(258) Pearls of Warren's Wisdom

Posted Mar 02, 2017  |  By Eric S. Holt, CFA

In addition to being one of the great investors of the last fifty years, Warren Buffett is well known for his affinity for Diet Cokes and Dairy Queen. I look forward to reading his Berkshire Hathaway shareholder letter every year. His humble, folksy style takes me back to my roots in Boise, Idaho. His letters are always filled with a few gems and this year was no exception. Please follow this link to get Mr Buffett's take on America, being a contrarian and active management. 

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Skepticism about Hedge Funds for Taxable Investors

Posted Feb 02, 2017  |  By Bill Jennings

Hedge funds come in a variety of shapes and sizes.  Some provide exposure to equities, others to fixed income, others to arbitrage opportunities and others to virtually anything under the sun.  Some strategies are designed to deliver excess returns, others to mitigate risk and others seek to do both.  Despite the vast array of investments and strategies, hedge funds typically have two common traits: high fees and a heavy tax burden.  For these reasons and more, we remain skeptical on the value these alternative investments bring to our client portfolios.  Please take a few minutes to read our perspective on hedge funds courtesy of William W Jennings, CFA, PhD, 7258 Director of Research.

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The First Hundred Million

Posted Jan 10, 2017  |  By Eric S. Holt, CFA

2016 was quite a year! 7258 Wealth Management crossed an important milestone in assets under management and we expanded the extraordinary group of people we work with. Please follow the link below to read a brief update on our firm, a recap of key economic events in 2016, and how we are positioning client portfolios for 2017 and beyond.

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No More Debates

Posted Oct 20, 2016  |  By Eric S. Holt, CFA

Mercifully, last night marked the conclusion of the Presidential Debates; now, it’s up to the electorate to decide who leads our country. An equally intense (but less personal) debate has raged on in the financial industry over the last five decades and the outcome has a more direct impact on each of us than the next President: is active management worth the higher price tag? You don’t have to wait until November 8th to see the results, just follow this link:

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