News & Info
Rich Welsh, Richard Hollis, Chris Brown and John Payne attended the quarterly Genworth Premier Consultants Conference held in Dallas in October. Richard Hollis and Bob Frater attended the Financial Planning Association annual Symposium in Houston.
On Friday, November 1, 2013, Houston Asset Management, Inc. was honored to support several veterans at the Salute to Veterans Luncheon presented by the Houston West Chamber of Commerce. This is an annual event and is a way of saying, “Thank you for your service”. The event was held at the Omni Houston Hotel-Westside. A fly-by of WWII aircraft to honor those that never came home was included as a part of the program.
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 8th 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 12th anniversary with HAM.
Our offices will be closed for the holidays on November 28-29, December 25 and January 1. We will close early at noon on December 20, December 24 and December 31. We wish you and your family a wonderful and safe Holiday Season.
Bob Frater, John Payne, Rich Welsh, Richard Hollis, Chris Brown, Kristian Taylor, Emily Kerne, Evelin Valenzuela and Jacque Turner will attend the SagePoint Financial, Inc. National Education Conference in October.
HAM's debut of the Cost of Learning Index was a success. This index which tracks the price of 10 popular items purchased by college-bound students was featured in the business pages of the Houston Chronicle on August 5, 2013 and on News 92FM and KUHF radio.
In October, Gordon Frater will be joining Houston Asset Management. He and his wife (of two weeks), Kaitlin, will be moving to Houston from Milwaukee in mid-October. Gordon graduated from Arizona State University with an Economics degree, is fluent in Spanish and is an accomplished disk golfer. He will be assuming Para-planner responsibilities and brings to us four years of experience from New England Financial. Bob is excited and proud to have his son, Gordon, joining our firm.
Celebrating anniversaries in September at HAM are Connie Kutac 38-years, Chris Brown 10-years, and Paula Garza 9-years. October anniversaries include 29-years for John Payne and 4-years for Linda Ludwick. Congratulations to all.
In April, Bob Frater attended a Forum for American Realty Capital, which provided a market overview and asset management presentation for their New York Recovery REIT in New York City. Bob Frater also attended the Loring Ward National Education Conference in California in June. Richard Hollis, John Payne, Chris Brown, Rich Welsh and Bob Hampton attended the quarterly Genworth Premier Consultants meeting in Houston where they received updates on the Genworth platform, the economy and the market.
Bob Frater was interviewed by Esquire Magazine. The issue will be released on July 9th.
In May, Houston Asset Management, Inc. Charitable Foundation awarded two scholarships. Linda Castellanos graduated from James Madison High School and will receive a $10,000 scholarship to attend the University of Houston and pursue a future career in sales and marketing. A second scholarship in the amount of $6,000 was awarded to Michelle Roy, who graduated from Incarnate Word Academy, and will attend Texas A&M University to study business. In additional to the scholarship, they are granted the opportunity for paid summer internships at the firm between their junior and senior years to gain hands-on business experience.
For the last five years, Houston Asset Management Charitable Foundation has helped deserving students majoring in business and has awarded more than $58,000 in scholarships made possible by donations from the firm and its clients who participate in our annual golf tournament. It is greatly satisfying to be able to provide for the success and future of our society’s youth. Thank you to all that have donated to this cause.
Richard Hollis is celebrating 18 years with HAM in July. August’s anniversaries include 14-years for Mary Silva and 3-years for Becky Burns.
In March, John Payne, Bob Frater, Rich Welsh and Bob Hampton attended the SagePoint Leaders Summit in Florida. Richard Hollis, Rich Welsh, John Payne and Chris Brown attended the JP Morgan presentation of “Seeking Income and Managing Risk in a Low-Rate Environment”. Richard also attended a Nationwide presentation on almost everyone’s need for Long Term Care insurance.
In May, Bob Frater attended the FPA Retreat in California. This is an annual gathering of CFP® practitioners in the nation to gain knowledge of the new techniques, strategies and technology used in the Financial Planning Profession.
Houston Asset Management staff continues to grow. Emily Kerne joined the firm in April to help with processing and operations. Linda McPherson retired from HAM to enjoy her country home in Kerrville. Kelli Berger steps in as Bob Hampton’s new assistant. Blake Kelting, first recipient of the HAM CF scholarship, will be added to the staff in July as a paraplanner to assist all senior planners.
Happy Anniversary to Bob Frater (30-years), Joel Rowland (15-years), and Shelly Hilliard (1-year).
The office staff participated in our annual team building activity on Friday, April 19th. Together we donated 147 man-hours by helping to build a home in Fort Bend County for Habitat for Humanity.
John Payne, Richard Hollis and Chris Brown attended the annual Gold Forum put on by Genworth Financial which is an educational workshop with financial, investment and political speakers. Richard Hollis also attended the J.P. Morgan Wealth Management Summit in New York City; a two-day update on the economy, and the equity and bond markets.
The Cost of Loving Index was a big success this February with many media outlets around the country, and the globe, interested in reporting that the price for popular Valentine’s Day gifts increased 2.4% this year. The story was posted on 339 media websites, 250 television stations, 24 radio stations and 253 newspapers. News reports on the Cost of Loving Index were also featured on a radio program in Russia and television stations in Singapore and Guam.
Celebrating anniversaries in April at HAM are Harry Montgomery and Michele Frnka, both 14 years. Also Bob Hampton, Rich Welsh, Jacque Turner, Linda McPherson and Evelin Valenzuela, celebrate their second at HAM. Congratulations to all.
Bob Frater, CFP® was interviewed live on December 7th, at 6:45 AM with Matt Patrick (News Radio AM 740 KTRH) about the current economic outlook.
Richard Hollis, Chris Brown, Rich Welsh, and John Payne attended an update on strategies for maximizing clients' social security benefits.
February anniversaries include 6 years for Karen Lampe and 4 years for Shannon Ruiz. Congratulations ladies!
The office will be closed on Martin Luther King Day, Monday, January 21st.
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