Holdfast Wealth Management

Financial Advisor Austin

  • HOME
  • ABOUT
    • BIOGRAPHY
    • PHILOSOPHY
    • PROCESS
  • SERVICES
    • INVESTMENTS
    • RETIREMENT PLANNING
    • MANAGING YOUR FINANCES
    • ASSET ALLOCATION
    • CHARITABLE GIVING
  • RESOURCES
    • USEFUL WEBSITES
    • FINANCIAL CALCULATORS
    • VIDEO LIBRARY
    • ARTICLES/REPRINTS
      • WSJ Guide to the New World of Taxes – 2019 Update
      • WSJ Guide to the New World of Taxes
  • CLIENTS
    • CLIENT PORTAL
    • SCHWAB PORTAL
    • SCHEDULE A CALL
  • BLOG
    • ARTICLES
    • TITLES
  • CONTACT

The Value of Dollar Cost Averaging

September 16, 2015 By John Dapper

It has been argued that the best way to invest in the stock market is with a lump sum of capital that can be properly diversified across several asset classes. But, for many people with a desire to Continue Reading

The Biggest Risk You Probably Haven’t Covered

September 9, 2015 By John Dapper

Face it, life happens, most often beyond your control, and it can sometimes produce some unexpected illnesses or injuries that can potentially disrupt your ability to keep your income flowing. In Continue Reading

Your Protection Strategy Needs a Legal Foundation

September 2, 2015 By John Dapper

Any protection strategy that focuses only on insurance can leave you and your family vulnerable to the threat of legal system which doesn’t necessarily share your objectives. Absent specific, court Continue Reading

Have a Long Term goal? Financial Planning can help you get you there

August 6, 2015 By John Dapper

After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are, once again, looking to the future. A renewed confidence has many people setting Continue Reading

« Previous Page
Next Page »

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 |

Sitemap

Legal, privacy, copyright and trademark information

Copyright © 2025 Holdfast Wealth Management. All rights reserved.