News & Info
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.
John Payne, Richard Hollis, Chris Brown, and Rich Welsh attended the quarterly Genworth meeting on October 23rd, where they received updates on the Genworth platform, the economy, and the market. Also in October, Kristian Taylor, Richard Hollis, and Rich Welsh attended the Financial Planning Association (FPA) of Houston's Financial Planning Symposium. Richard Hollis attended presentations by two PIMCO portfolio managers on Risk Adjusted Income Opportunities and a Global Economic Analysis by the Prudential Annuities Chief Market Strategist. Richard Hollis and Rich Welsh attended the JP Morgan Guide to the Markets presentation.
Robert Hampton and Rich Welsh celebrate their 35th Anniversary since receiving the Certified Financial Planner™ (CFP®) marks.
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 2nd and to all who contributed donations to the foundation. You help make this event a huge success! Our sixth year target is to fund another $10,000 scholarship to deserving students pursuing a degree in the business field ranging from economics, finance, investments, accounting, and business. If you believe in this concept, your donation to the 501(c)(3) Trust, Houston Asset Management Charitable Foundation established for this purpose, would be greatly appreciated. Please call us if you want more information about our foundation.
Congratulations to Kristian Taylor on her 11th year anniversary with HAM.
Our offices will be closed for the holidays on November 22-23, December 25, and January 1. We will close early at noon on December 7, December 24, and December 31. We wish you and your family a wonderful and safe Holiday Season.
Richard Hollis and Rich Welsh attended the JP Morgan Guide to the Markets presentation in early July.
Bob Frater, John Payne, Bob Hampton, Rich Welsh, Richard Hollis, John Hannah, Michele Frnka, Kristian Taylor, and Shannon Ruiz will be attending the SagePoint National Education Conference in Washington D. C. in September. Former President George W. Bush will be the keynote speaker.
Our annual Houston Asset Management Charitable Foundation Golf Tournament will be held on Friday, November 2nd at the Wildcat Golf Course. Please join us for a great day of golf. Lunch will be served following the tournament with awards and announcements. The Houston Asset Management Charitable Foundation provides scholarships to students pursuing a career in the financial world with majors in financial planning, economics, investments, accounting, or business. The scholarship winners are also offered an internship the summer before their senior year of college. We were pleased to have Blake Kelting, our first scholarship winner, intern with us this past summer.
We will celebrate the following anniversaries: Connie Kutac - 37 yrs., Chris Brown - 9 yrs., and Paula Garza - 8 yrs. in September; John Payne - 28 yrs., and Linda Ludwick - 3 yrs. in October.
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