Holtzman Wealth Strategies

Holtzman Wealth Strategies We help people nearing or in retirement to create a financial plan so that they have the freedom to

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Holtzman Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC Important Disclosure

Information: http://raymondjames.com/smicd.htm

Fed speakers offer insights into the potential path forward for interest rates. Plus, the Trump Administration announces...
09/03/2026

Fed speakers offer insights into the potential path forward for interest rates. Plus, the Trump Administration announces new tariffs on semiconductors. CIO Larry Adam provides insights in today's Up & Adam.

amazonaws.com

US manufacturing is extending its expansion streak as labor numbers appear to be stabilizing. CIO Larry Adam digs deeper...
09/02/2026

US manufacturing is extending its expansion streak as labor numbers appear to be stabilizing. CIO Larry Adam digs deeper in today's Up & Adam.

amazonaws.com

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage b...
09/01/2026

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage begins:

raymondjames.com

Today begins the change at the top for Apple!
09/01/2026

Today begins the change at the top for Apple!

cnbc.com

Today's ISM Manufacturing PMI will provide a broader read on nationwide factory activity. Plus, with the US-Iran conflic...
09/01/2026

Today's ISM Manufacturing PMI will provide a broader read on nationwide factory activity. Plus, with the US-Iran conflict once again heating up, oil prices are pressuring the 10-year Treasury. CIO Larry Adam digs deeper in today's Up & Adam.

amazonaws.com

Wanting to provide a reminder how important naming beneficiaries on your assets that reflect your wishes. It never hurts...
08/31/2026

Wanting to provide a reminder how important naming beneficiaries on your assets that reflect your wishes. It never hurts to confirm your beneficiary information.

Labor data will be in the spotlight this week, with JOLTS on deck tomorrow and the key August employment report on Frida...
08/31/2026

Labor data will be in the spotlight this week, with JOLTS on deck tomorrow and the key August employment report on Friday. Chief Investment Officer Larry Adam provides perspective in today's Up & Adam.

amazonaws.com

Market volatility has remained subdued this summer, but history suggests the calm may not last. Raymond James Chief Inve...
08/28/2026

Market volatility has remained subdued this summer, but history suggests the calm may not last. Raymond James Chief Investment Officer Larry Adam shares five key catalysts that could challenge the market's recent complacency in the weeks and months ahead.

raymondjames.com

Number 10 on this list is a great reminder.
08/28/2026

Number 10 on this list is a great reminder.

awealthofcommonsense.com

All eyes will be on Fed Chair Kevin Warsh for his speech at Jackson Hole this morning. Plus, signs of consumer resilienc...
08/28/2026

All eyes will be on Fed Chair Kevin Warsh for his speech at Jackson Hole this morning. Plus, signs of consumer resilience come through in credit card data. CIO Larry Adam provides insights in today's Up & Adam.

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Address

4412 74th Street, Ste D-100
Lubbock, TX
79424

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

+18067014083

Website

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