News & Info

Firm Newsletter

 
Happy New Year from Houston Asset Management! We are currently planning these events for 2017, please look out for more details to come:
  • Retirement Lifestyle Workshop in May
  • Social Security Workshop in August
  • Medicare and Healthcare Workshop in October
  • Annual Golf Tournament in November
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 go to our scholarship page. If you would like to contribute to this 501(c)(3) charitable foundation, please call us at 713-629-1534.
 
Richard visited the corporate offices of HighGround Advisors in Dallas, formally known as the Baptist Foundation of Texas.

Congratulations to Houston Asset Management staff members celebrating anniversaries in February: Karen Lampe – 10 Years, Shannon Ruiz – 8 Years and LaToya Green – 2 years.

Our offices will be closed for Martin Luther King Day, Monday January 16th.  
 
 
 
In September, Bob Frater and Chris Brown attended the Loring Ward Education Conference in California. Bob Frater also visited W.P. Carey headquarters in New York this past October.
 
Rich Welsh would like to report that the 2016 Wings Over Houston Airshow was both exciting and safe with the U.S. Navy’s Blue Angels performing. Rich also had a chance to visit with the last survivor of the Doolittle Raiders of WWII, Lt. Col “Dick” Cole. He was on the first aircraft to reach Japan in April 1942, and has recently celebrated his 101st birthday in September.
 
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 4th and to all who contributed donations to the foundation. This spring, we hope to fund another $10,000 scholarship to deserving high school senior pursuing a degree in business. It’s still not too late to contribute to this spring’s scholarship award. 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 15th 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 24th – 25th
· Christmas: December 26th
· New Years: January 2nd
 
We will close early at noon on December 16th, December 23rd and December 30th. We wish you and your family a wonderful and safe Holiday Season.
 
 
 
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.
 
 
 
To view past issues, please click on the month below.
July / August 2016
May / June 2016

March / April 2016  
January / February 2016