Annual Updates

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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