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

End-of-year Tax Planning

December 17, 2018 By John Dapper

As we head into in the holiday season, let’s take a quick look at end-of-year tax considerations and strategies to help you maximize returns and minimize your tax bill. Sell losing investments to Continue Reading

Tax Code Changes in 2018

November 15, 2018 By John Dapper

Quick Glance: Interest on HELOCs (Home Equity Lines of Credit) is not deductible anymore unless used to improve the home With new mortgages, interest is deductible only on first $750K of home 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

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Stop Stressing About Inflation - The Big Picture https://t.co/GqRimv7wEP
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IRS gives Texans 2 extra months to file their taxes--and it's automatic https://t.co/TzunH4HZon
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Four Reasons Not to Worry About U.S. Inflation https://t.co/Mn590hLzpX
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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 | info@holdfastwealth.com

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