Holdfast Wealth Management

Financial Advisor Austin

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Latest Blog Posts

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, mainly on the strength of a handful of stocks (see below).  The NASDAQ shot up […]

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 Services outperformed, as investors flocked to large-cap names in the face of the unfolding banking crisis. U.S. bond yields, as represented by the […]

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 […]

 

 

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

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