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
    • RIGHTCAPITAL PORTAL
    • SCHEDULE A CALL
  • BLOG
    • ARTICLES
    • TITLES
  • CONTACT

Determining Your Risk Tolerance

June 23, 2015 By John Dapper

Perhaps the most important factor in formulating your investment plan is your risk tolerance; that is, the amount of risk you’re willing to assume in order to achieve your most important Continue Reading

How Confirmation Bias Could be Hurting your Investment Performance

June 18, 2015 By John Dapper

Have you made up your mind on just about everything, even before you know what it is? For instance, when you meet someone, is your opinion of the person formed from the first impression? Or, when you Continue Reading

The Very High Cost of Waiting to Save for Retirement

April 20, 2015 By John Dapper

Continue Reading

Managing Investment Risks

February 12, 2015 By John Dapper

In my opinion, it is nearly impossible to predict future stock market returns. Investment models can produce hypothetical returns but they can’t account for future events. So, in my opinion, investors 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 © 2026 Holdfast Wealth Management. All rights reserved.