News & Info

Firm Newsletter

 
 
Richard Hollis attended multiple presentations in January and February, which included: Pimco’s Jerome Schneider, the 2015 U.S. Fixed Income Manager of the Year, and Christine Benz, Morningstar’s Director of Personal Finance, and by Deutsche Asset Management’s Thomas Hynes, portfolio manager for US Large Cap Equity.
 
In March, Chris Brown, Richard Hollis, Rich Welsh attended the annual AssetMark Investment Forum in Florida. The program included presentations by managing directors, presidents, chief economists, and chief investment officers from investment firms invited by AssetMark.
 
The Cost of Loving Index was a big success this February with many media outlets around the country interested in reporting that the price for popular Valentine’s Day gifts increased 0.59% this year. Our top local features were in the Houston Chronicle (chron.com) on February 13th.
 
Houston Asset Management Charitable Foundation expects to award another scholarship this spring to a Houston area high school senior. The application window for the scholarship is now open and will close on March 31st. For more information on this scholarship, please visit our website: www.houstonassetmgmt.com/scholarship-info. If you would like to contribute to this 501(c)(3) charitable foundation, please call us at 713-629-1534.
 
Save the Date: Our next Client Appreciation Event will be Friday, May 13th, which will feature retired FBI Special Agent, Jeff Lanza, who will speak on the topic “Cyber Security – Intelligence to Protect You from Identity Theft and Cybercrime.” Jeff will focus on real life situations and arm you with ways to protect your information from identity theft. More details about this event will be provided soon.
 
Congratulations to Houston Asset Management staff members celebrating anniversaries. In March, Lizette Saenz will celebrate her 1st anniversary. In April, Happy 5th Anniversary to Bob Hampton, Rich Welsh, Jacque Turner and Evelin Valenzuela. Lastly, Happy 17th anniversary to Harry Montgomery.
 

 
In October, Richard Hollis attended an AXA sponsored presentation featuring former Fed Chairman Paul Volcker, who discussed his thoughts and views on the current global economy.
 
Houston Asset Management Charitable Foundation expects to award another scholarship this spring to a Houston area high school senior. The application window for the scholarship is now open and will close on March 31st. For more information on this scholarship, please visit our website: www.houstonassetmgmt.com/scholarship-info. If you would like to contribute to this 501(c)(3) charitable foundation, please call us at 713-629-1534.
 
Save the Date: Our next Client Appreciation Event will be Friday, May 13th, which will feature retired FBI Special Agent, Jeff Lanza, who will speak on the topic “Cyber Security – Intelligence to Protect You from Identity Theft and Cybercrime.” Jeff will focus on real life situations and arm you with ways to protect your information from identity theft. More details about this event will be provided soon.
 
Congratulations to Houston Asset Management staff members celebrating anniversaries in February: Karen Lampe – 9 Years, Shannon Ruiz – 7 Years and LaToya Green – 1 year.
 
Our office will be closed for Martin Luther King Day, Monday January 18th.
 

 
At Wings Over Houston Airshow, Rich Welsh had the opportunity to meet Lt. Dick Cole, one of the last two surviving crew members involved in the Doolittle Raid on Tokyo four months after the Pearl Harbor attack. Lt. Dick Cole was Col. Doolittle’s co-pilot and has recently celebrated his 100th birthday this past September 7th.
 
Our advisors and staff would like to extend a sincere “Thank You” to all participants in our annual Houston Asset Management Charitable Golf Tournament on Friday, November 6th and to all who contributed donations to the foundation. This spring, we hope to fund another $10,000 scholarship and possibly a runner up scholarship to deserving high school seniors pursuing a degree in business. It’s still not too late to contribute to this spring’s scholarship awards. If you believe in this concept please contact us on how you can donate to the 501(c)(3) Trust, Houston Asset Management Charitable Foundation.
 
Congratulations to Kristian Taylor who celebrates her 14th anniversary with HAM.
 
To all of our Veterans, Thank you for serving our country and protecting our freedoms. Happy Veteran’s Day!
 
Our offices will be closed for the following holidays: 
  • Thanksgiving: November 26th – 27th 
  • Christmas: December 25th 
  • New Years: January 1st
 
We will close early at noon on December 18th, December 24th and December 31st. We wish you and your family a wonderful and safe Holiday Season.