Holdfast Wealth Management

Financial Advisor Austin

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4th Quarter 2022 Quarterly Update

February 27, 2023 By John Dapper

Summary After three consecutive quarterly declines, U.S. stocks moved higher in Q4 but underperformed their international peers. Investors favored value- and cyclical-oriented segments of the market, Continue Reading

3rd Quarter 2022 Quarterly Update

November 28, 2022 By John Dapper

Market Facts TIME IN THE STOCK MARKET - If you selected any single month at random to invest in the S&P 500 during the 30-years ending 6/30/2022, you achieved a positive total return 67% of the Continue Reading

2nd Quarter 2022 Quarterly Update

August 29, 2022 By John Dapper

Market Facts DOG DAYS OF SUMMER - The summer months of June-July-August are ranked 9th, 5th and 11th in terms of S&P 500 performance over the last 30 years, i.e., 1992-2021. WHAT DOES A Continue Reading

1st Quarter 2022 Market Summary

May 2, 2022 By John Dapper

Market Facts Not in Rubles - Russia has until Wednesday, May 4th, to pay $2.2 billion of foreign debt that was originally due to be paid to an American bank on April 4, 2022. If Russia is unable to Continue Reading

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Holdfast Wealth Management works as your fee-only personal advisor, offering a wide range of consulting services such as retirement planning, investment and wealth management, and holistic financial plans. We proudly serve clients in Austin, Texas and the surrounding communities.


3711 Greystone Drive, Austin, Texas 78731
512.693.8384 | info@holdfastwealth.com

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