Firm Newsletter

September / October 2018

We will host our next Social Security Workshop on Wednesday, September 12th at 10AM.  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. 

On Wednesday October 10th at 10AM, we will have author Barry LaValley present a Retirement Workshop based on his book, “So You Think You Are Ready to Retire?”.  We are also planning another Medicare workshop for November.  Those details to come soon.

All workshops will be located at our office’s 12th floor conference room (Suite 1210).  Attendance is limited, so please call us today to reserve your seats.  Guests are encouraged. 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 2nd 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: 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.

HAM’s September anniversaries include, Chris Brown at 15-years, Paula Garza at 14-years and Connie at 43-years.   Congratulations to all.

April / May 2018

Please join us for our next Client Appreciation Event.  It will be 9AM on Saturday, May 19th at A.D. Players - George Theater.  Who put the “H” in Rhythm and Blues is a Live Music Anthology starring The Barry Sea Paradox Band.  This program traces the roots through the music of 80 America’s Blues and Jazz songs that changed the world.  Please call us to reserve your tickets.

In April, Bob Frater, CFP® attended the 38th Financial Planning Association’s Retreat in Phoenix, AZ.   The Retreat is a series of interactive discussions of the latest ideas and trends in the Financial Planning Profession.  Also in April, Richard Hollis, MBA® and Rich Welsh, CFP® attended a market update and outlook presentation by Tom Murray, portfolio manager in the JP Morgan International Equity Group.

Houston Asset Management Charitable Foundation has received 60 applicants for the 2018 scholarship.  We expect to award this year’s $10,000 scholarship on May 16th to a Houston area high school senior.   If you would like to contribute to this 501(c)(3) charitable foundation, please call us at 713-629-1534.

We welcome Kevin Cassidy as the newest member of our team.  He started May 1st  as our Case Designer / Paraplanner and will be assisting your Advisors.  Congratulations to Houston Asset Management staff members celebrating anniversaries. In March, Lizette Saenz celebrated her 3rd anniversary.  In April, Happy 7th Anniversary to Bob Hampton, Rich Welsh, Jacque Turner and Evelin Valenzuela. Lastly, congratulations to our June anniversaries, Bob Frater on his 35th anniversary and Denise celebrates her 2nd.

 Our office will be closed for Memorial Day on May 28th

 

January / February 2018

Happy New Year from Houston Asset Management! We are currently planning a jazzy client appreciation event for April. Please look out for more details to come.

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 February: Karen Lampe – 11 Years, Shannon Ruiz – 9 Years and LaToya Green – 3 years.

 

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November / December 2017

September / October 2017

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May / June 2017

March / April 2017

January / February 2017

Contact Us

HOUSTON ASSET MANAGEMENT, INC
1800 West Loop South, Suite 1980
Houston, Texas 77027-3210

(713) 629-1534
(800) 720-PLAN (7526)
Fax: (713) 629-0705