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
    • SCHWAB PORTAL
    • HOLDFAST PORTAL
    • SCHEDULE A CALL
  • BLOG
    • ARTICLES
    • TITLES
  • CONTACT

Latest Blog Posts

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, which outperformed their growth peers by a considerable margin. U.S. bond yields, as represented by the Bloomberg U.S. Aggregate Bond Index, appear to have peaked as we approach the […]

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 time. If you extend your investment time horizon to just 1 year, you achieved a positive total return 83% […]

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 TYPICAL BEAR MARKET LOOK LIKE? – On average, bear markets last about 13 months and fall about 34%. But those that […]

 

 

Twitter Posts

[fts_twitter twitter_name=holdfast_wealth tweets_count=6 twitter_height=400px cover_photo=no stats_bar=no show_retweets=no show_replies=no]

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

Sitemap

Legal, privacy, copyright and trademark information

Copyright © 2023 Holdfast Wealth Management. All rights reserved.