Holdfast Wealth Management

Financial Advisor Austin

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3rd Quarter 2023 Update

December 4, 2023 By John Dapper

Summary   Equities struggled as second quarter earnings results were met with a lack of enthusiasm. While companies outpaced profit expectations, revenue growth was almost flat; and Continue Reading

2nd Quarter 2023 Update

September 20, 2023 By John Dapper

SUMMARY U.S. stocks rose sharply in the second quarter.  The Dow Jones Index was up 4% to 34,355 and is up 4.9% year to date.  The S&P 500 was up 8.7% to 4,449 and is up 16.9% year to date, Continue Reading

1st Quarter 2023 Quarterly Update

May 30, 2023 By John Dapper

Summary Similar to the fourth quarter of 2022, U.S. stocks, as represented by the S&P 500 Index, advanced by 7.5% in the first quarter of 2023. Growth-heavy sectors like Tech and Communication Continue Reading

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

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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 |

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