News & Info

Firm Newsletter

 
In August, Richard Hollis, Rich Welsh, Becky Burns and Gordon Frater attended a presentation on the global economy and markets by Prudential’s Chief Market Strategist. In September, Bob Frater, Bob Hampton, Rich Welsh, Richard Hollis, Kristian Taylor, Becky Burns, Gordon Frater, Jacque Turner, Evelin Valenzuela, Lizette Saenz and LaToya Green attended SagePoint’s National Educational Conference in Washington DC.
 
Houston Asset Management will be hosting a Medicare Workshop on Wednesday, September 14th at 2PM. If you are nearing Medicare enrollment or just have questions about coverage, premiums and supplemental plans, you may not want to miss this informative session. On Tuesday October 11th at 1:30PM, we will have author Barry LaValley present a Retirement Workshop based on his book, “So You Think You Are Ready to Retire?” Attendance is limited, so please call us today to reserve your seats. Guests are encouraged. Both workshops will be located at our office’s 12th floor conference room (Suite 1210). For more information on these educational workshops, please call your Advisor.
 
Save the Date: Our Annual Houston Asset Management Charity Golf Tournament is scheduled for Friday, November 4th at WildCat Golf Club. Invitations will go out early October. 
 
Congratulations to Becky Burns for successfully completing the requirements to use the CertifiedFinancialPlanner TMmarks.

Rich Welsh welcomes you all out to the Wings Over Houston Airshow, October 22-23. Now in its 32ndyear, it promises to be one of the best ever with headlining performances by the BLUE ANGELS and many WWII aircrafts.  Information can be found at: www.wingsoverhouston.com.
 
HAM’s September anniversaries include, Chris Brown at 13-years, Paula Garza at 12-years and Connie at 41-years.  In October, Gordon Frater celebrates his 3rdyear at HAM.  Congratulations to all.
 
 
 
In August, Bob Frater, CFP® and Chris Brown, CFP® will attend Loring Ward’s National Education Conference in California. In September, SagePoint will host their National Educational Conference in Washington DC. In attendance from our office will include: Bob Frater, CFP®, Bob Hampton, CFP®, Rich Welsh, CFP®, Richard Hollis, Kristian Taylor, CFP®, Becky Burns, Gordon Frater, Jacque Turner, Evelin Valenzuela, Lizette Saenz and LaToya Green.
 
Houston Asset Management will be hosting 3 educational workshops for our clients at our office’s 12th floor conference room. Attendance is limited, so please call us today to reserve your seats. Guests are encouraged. The upcoming workshops are:
 -  Social Security Workshop on Wednesday, August 17th at 2PM
 -  Medicare Workshop on Wednesday, September 14th at 2PM
 -  Retirement Lifestyle Workshop on Tuesday, October 11th at 1:30PM
 
For more information on these educational workshops, please call your Advisor.
 
Save the Date: Our Annual Houston Asset Management Charity Golf Tournament is scheduled for Friday, November 4th at WildCat Golf Club. Invitations will go out early October. 
 
Richard Hollis celebrates 21 years at HAM in July. August anniversaries include 17 years for Mary Silva and 6 years for Becky Burns. Congratulations to all.
 
 
In April, Bob Frater, CFP® attended the FPA Advanced Planners Retreat in Phoenix, Arizona. Richard Hollis and Rich Welsh, CFP® attended the AssetMark Premier Consultants Meeting in Dallas in early May.
 
Retired FBI Special Agent, Jeff Lanza spoke at our Client Appreciation Event on Friday, May 13th. He discussed many ways you can protect yourself from Cyber Crime and Identity Theft. We know many of you could not attend, so click here for a copy of Jeff’s handout.
 
We had 63 scholarship applicants this year. The scholarship committee met in May and chose Justin Carlin of Stratford HS in Spring Branch ISD as the 8th Annual HAMCF Scholarship recipient. Justin will be attending Texas A&M University in the fall to pursue a BBA in Accounting and MBA in Financial Management. This $10,000 scholarship is awarded to a deserving high school senior pursuing a business related degree. For more information on this scholarship, please visit our website: www.houstonassetmgmt.com/news-info.If you would like to contribute to this 501(c)(3) charitable foundation, please call us at 713-629-1534.
 
This summer, last year’s scholarship winner, Marina Finely, will intern at with us. We would also like to welcome Denise Johansen to our Team as our new receptionist. 
 
Lastly, congratulations to Bob Frater on his 33rd anniversary with HAM.
 
 
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.
 
 
To view past issues, please click on the month below.
November / December 2015
September / October 2015