We’re thrilled to share some exciting updates from Evans Family Wealth—three developments designed to enhance the service we provide to you (plus one bonus story that’s a little more personal but we think you’ll enjoy!).
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Welcoming Anne Evans to the Team
The most exciting news: Briana and I are delighted to announce that Anne Evans is joining our team on a part-time basis. Many of you met my wife, Anne, at our Brookstreet event in November and can attest to her warmth and personable nature. For those who couldn’t attend, you’ll soon get the chance to meet her as she reaches out to arrange reviews and address your needs. Anne’s arrival will allow Briana to dedicate more time to portfolio management, ensuring we continue to deliver exceptional results.
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Stay Connected Through Our YouTube Channel
We’ve been creating weekly short-form videos to complement our Good News emails since this summer. These videos are a quick, engaging way to stay updated on market insights and financial tips. Check out our latest video here: Watch Now. Don’t forget to subscribe so you never miss an update—and feel free to share with friends who might find them helpful!
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Advisor Managed Performance Reports
Last week, we released our second monthly Advisor Managed Performance report. I’ll admit—it’s taken quite a bit of effort (AI has some catching up to do! 😉), and Briana and I joke it’ll take years for me to “break even” on the time spent. But the results speak for themselves—the report looks fantastic and will soon be available on our website for easy access.
Bonus: Introducing Our WealthCare Podcast
We’re excited to announce the launch of our WealthCare podcast, where Briana and I dive into topics that matter most to your financial well-being. The first episode is now live on Spotify, Apple Podcasts, and our YouTube channel. We plan to release episodes monthly, so if you have topics you’d like us to cover, we’d love to hear from you!
And One More (Furry) Update
On a personal note, Rumble and Piper are about to gain a new friend—Briana and Sam are welcoming a golden retriever puppy named Hubble into their family! He’s somewhere in this adorable litter, and yes, you can expect more gratuitous dog photos in future updates. Rumble and Hubble (or Bubs and Hubs, as Briana affectionately calls them) will be cousins, and we can’t wait to share their adventures with you.
In the meantime, please join me in giving Anne a warm welcome to the team!
Cheers,
Glen
