Kelly Holtman Financial Advisor

Kelly Holtman Financial Advisor Associate Advisor: B.O.S.S. Retirement Solutions Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

Olympus Advisors 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

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
02/09/2024

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

www.raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
02/03/2024

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

www.raymondjames.com

02/02/2024

cnbc.com

Although a million dollars may seem like a daunting figure, especially if you haven't been diligent about saving, there'...
02/01/2024

Although a million dollars may seem like a daunting figure, especially if you haven't been diligent about saving, there's good news: You don't have to make $1 million to save $1 million. Here are some of the habits that can help you get there.

www.raymondjames.com

The Fed elected to hold interest rates steady at its first FOMC meeting of 2024, but didn't endear itself to markets whe...
02/01/2024

The Fed elected to hold interest rates steady at its first FOMC meeting of 2024, but didn't endear itself to markets when a clear path toward the beginning of rate cuts failed to materialize.

www.raymondjames.com

The first estimate for GDP growth for the last quarter of 2023 showed a very strong U.S. economy. See what other newswor...
01/26/2024

The first estimate for GDP growth for the last quarter of 2023 showed a very strong U.S. economy. See what other newsworthy events made CIO Larry Adam's list of top takeaways for the week in his Weekly Headings Snapshot.

www.raymondjames.com

Leave so much more than money to your heirs. Here's how to leave something of significance and create a meaningful legac...
01/23/2024

Leave so much more than money to your heirs. Here's how to leave something of significance and create a meaningful legacy that lasts generations:

www.raymondjames.com

The environment you work in is vitally important to your day-to-day experience. It's where you spend most of your time, ...
01/23/2024

The environment you work in is vitally important to your day-to-day experience. It's where you spend most of your time, after all. Here are some ways to up your workspace game.

www.raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
01/20/2024

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

www.raymondjames.com

01/17/2024

Equity futures indicate a lower open amid rising market rates. The 2-
yr note yield, which is most sensitive to changes in the fed funds rate,
is up six basis points from yesterday at 4.28%. The 10-yr yield is up at 4.08%. Read more in the Morning Brew.

01/17/2024

While interest rates are well off their recent peaks, yields still stand near their highest levels in nearly 15 years. And with a Fed easing cycle coming into view, yields may trend lower in the months ahead notes Senior Investment Strategist Tracey Manzi.

Address

2225 Washington Boulevard #150
Ogden, UT
84401

Opening Hours

Monday 8am - 4am
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+18006371031

Website

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