News & Info

Firm Newsletter

 
We will host our next Social Security Workshop on October 24 at 10AM in our building’s 12th floor conference room. Elaine Simmons will return as our guest speaker. For 34 years, she has worked all technical levels at the Social Security Administration. Using true life stories, Elaine will entertain us while explaining complex Social Security laws in a format that is easily understood by all. Attendance is limited, so please call us today to reserve your seats. Guests are encouraged.
 
In September, Bob Frater and Chris Brown will attend LoringWard’s National Education Conference. Richard Hollis attended a presentation on Fixed Income Markets and the Global Landscape by Mike Gitlin, Head of Fixed Income at American Fund’s parent company.
 
Save the Date: Our Annual Houston Asset Management Charity Golf Tournament is scheduled for Friday, November 3rd at BlackHorse Golf Club. Invitations will go out early October. This tournament helps raise scholarship funds for the Houston Asset Management Charitable Foundation. Our goal is to award another $10,000 scholarship to a deserving high school senior pursuing a business related degree this Spring. For more information on this scholarship, please visit our website: http://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.
 
HAM’s September anniversaries include, Chris Brown at 14-years, Paula Garza at 13-years and Connie at 42-years. Congratulations to all. 
 
 
 
We are currently planning these events; please look out for more details to come:
  • Healthcare in Retirement Workshop: July 11th at 10AM
  • Retirement Lifestyle Workshop with Barry LaValley: August 23rd
  • Social Security with Elaine Simmons Workshop: October 24 at 10AM
  • Annual Golf Tournament: November 3 at 8AM at Blackhorse Golf Club
In June, Richard Hollis attended a meeting with the managing director Prospect Capital, the 2nd largest publicly traded Business Development Company in the US, which emphasized US energy infrastructure investment growth. Kristian Taylor, CFP®, Becky Burns, CFP®and Karen Sotallaro, CRPS®attended the FPA of Houston Symposium where they heard former Enron CFO, Andrew Fastow talk about Rules vs. Principals.
 
We had 86 scholarship applicants this year. The scholarship committee met in May and chose Katie Deakins from Cypress Creek HS in Cypress Fairbanks ISD as the 9th Annual HAMCF Scholarship recipient. Katie will be attending Texas A&M University in the fall to pursue a Business Honors degree. 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: http://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.
 
This July, Richard Hollis celebrates 22 years at HAM while Karen Sotallaro celebrates her 1st Anniversary. August anniversaries include 18 years for Mary Silva and 7 years for Becky Burns. Congratulations to all.

Lastly, our office will be closed for Independence Day on July 4th. 
 
 
 
We are currently planning these events; please look out for more details to come:
  • Healthcare in Retirement Workshop: July TBD at 10AM
  • Retirement Lifestyle with Barry LaValley Workshop: August TBD
  • Social Security with Elaine Simmons Workshop: October 24 at 10AM
  • Annual Golf Tournament: November 3 at 8AM at Blackhorse Golf Club
In April, Bob Frater, CFP®attended the 37th Financial Planning Association’s Retreat in Atlanta, Georgia. This is recognized as FPA’s top technical meeting for experienced CFP®professionals. Bob has attended 34 of the 37 FPA retreats. Also in April, Fred Gaskin, a Managing Director at JP Morgan, stopped by to present to our Advisors the latest asset allocation view from JP Morgan Quarterly Summit Meeting.
 
Houston Asset Management Charitable Foundation has received 86 applicants for the 2017 scholarship. We expect to award this year’s $10,000 scholarship on May 12th to a Houston area high school senior. For more information on this scholarship, please visit our website: http://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.
 
This summer 2014 scholarship winner, Dylan Mowrey, will intern with us. Also, congratulations to Denise on her 1st anniversary with HAM and Bob Frater on his 34th in June.

Lastly, our office will be closed for Memorial Day on May 29th. 
 
 
 
Richard Hollis attended the annual AssetMark Gold Forum in Laguna Niguel, California. Dr. Andrew Lo, Chief Investment Strategist for AlphaSimplex and Dr. David Kelly, Chief Global Strategist for J.P. Morgan were among the presenters during the conference.
 
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 8.05% this year. Our top features were in the USA Today on February 13 and the Houston Chronicle (chron.com) on February 7 and 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.

Congratulations to Houston Asset Management staff members celebrating anniversaries. In March, Lizette Saenz will celebrate her 2nd anniversary. In April, Happy 6th Anniversary to Bob Hampton, Rich Welsh, Jacque Turner and Evelin Valenzuela. Lastly, Happy 18th anniversary to Harry Montgomery. 
 
Our office will be closed for Good Friday on April 14th. 
 
 
 
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.