Holdfast Wealth Management

Financial Advisor Austin

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Seven Costly Financial Mistakes Recent Grads & Young Professionals Should Avoid

January 24, 2019 By John Dapper

Whether you’re a recent grad or preparing to strike out for the first time, it is important to start on a solid financial footing. Today, we’re going to take a look at some common mistakes that young Continue Reading

Disciplined Investing: Minimize Loss & Maximize Returns

October 23, 2018 By John Dapper

As you might have noticed, markets took a plunge last week and piled on more this week, which makes it a good time to explore what it means to practice disciplined investing, and why sticking to your Continue Reading

3 Questions to Ask as You Do a Financial Review

August 3, 2017 By John Dapper

In last week’s blog, How Often Should I Review My Investments?, we discussed that the best strategy is reviewing your investments no more than twice per year. But in addition to determining if your Continue Reading

How Often Should I Review My Investments?

July 24, 2017 By John Dapper

At the beginning of any conversation about investments, we like to note that there’s no such thing as a one-size-fits-all asset allocation, nor any magic numbers of how much or how little you should 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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