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

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.
06/02/2026

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

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Zach and his son are heading out on a backpacking trip this week in Colorado! His son is a young strapping young man, bu...
06/01/2026

Zach and his son are heading out on a backpacking trip this week in Colorado!

His son is a young strapping young man, but Zach may need some extra prayer.

As Q1 earnings calls wind down, the markets will shift their focus to macroeconomic catalysts – and there are plenty of ...
05/29/2026

As Q1 earnings calls wind down, the markets will shift their focus to macroeconomic catalysts – and there are plenty of those to consider. Raymond James Chief Investment Officer Larry Adam analyzes the macro backdrop:

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Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.
05/29/2026

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

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To help create an effective retirement income plan, you should know these six things about Social Security survivor bene...
05/28/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

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Consumer spending trends remain mixed as retailers navigate persistent cost of living pressures and elevated fuel prices...
05/28/2026

Consumer spending trends remain mixed as retailers navigate persistent cost of living pressures and elevated fuel prices. CIO Larry Adam shares insight on the latest earnings signals and what they may suggest for demand in the second half of the year.

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With tariff refunds underway, some companies are signaling plans to roll back price hikes. Meanwhile, the S&P 500 reache...
05/27/2026

With tariff refunds underway, some companies are signaling plans to roll back price hikes. Meanwhile, the S&P 500 reached another milestone. CIO Larry Adam explains today's market-moving headlines in Up & Adam.

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The S&P 500's winning streak extended to eight weeks. Meanwhile, oil prices have fallen to a one-month low as markets we...
05/26/2026

The S&P 500's winning streak extended to eight weeks. Meanwhile, oil prices have fallen to a one-month low as markets weigh progress toward a potential US-Iran deal. CIO Larry Adam shares insight in today's Up & Adam.

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Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.
05/22/2026

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

amazonaws.com

From shifting energy prices to global economic resilience, several factors are influencing markets this week. CIO Larry ...
05/21/2026

From shifting energy prices to global economic resilience, several factors are influencing markets this week. CIO Larry Adam shares insight 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

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