Evangelista & Associates, Inc.

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Evangelista & Associates, Inc. Wealth Management for University Faculty & Staff. Please note that current regulatory policy does not allow me to receive endorsements of Skills and Expertise.

While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services, or the performance of your accounts. The views expressed within this site are the views of the poster alone and do not necessarily reflect the views of LPL Financial unless otherwise stated. Information provided is for educational purposes only and should not be viewed as a recommendation to buy or sell any particular financial product or service. Depending on your individual situation, discussions presented may not be appropriate. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and Evangelista & Associates are separate entities from LPL Financial. We are currently licensed to offer securities in the states of AZ, CA, FL, IN, MD, MI, MN, NY, OH, SC, TN, and TX. This is not an offer to sell securities in any other state or jurisdiction.

Is your estate strategy full of cobwebs? Does your investing approach have too many tricks and not enough treats? Does y...
10/28/2026

Is your estate strategy full of cobwebs? Does your investing approach have too many tricks and not enough treats? Does your retirement timeline read like a ghost story?

These things have a way of going bump in the night.

Knowing where you stand is the first step.

The Big Mac Index turns forty this year. Forty years old and still fun to explain at parties. Check out what this classi...
10/21/2026

The Big Mac Index turns forty this year. Forty years old and still fun to explain at parties. Check out what this classic burger can tell us about the purchasing power of our dollar.

Saturday was the inaugural Fall Family Fun event!  We met for a morning walk through a fun Corn Maze at Nixon Farms.   C...
10/19/2026

Saturday was the inaugural Fall Family Fun event! We met for a morning walk through a fun Corn Maze at Nixon Farms. C***r and donuts rounded out the morning and made it a great day to get out and enjoy time with family and friends. We loved the new family fun day addition!

Basketball season is nearly upon us, and the season highlight for college basketball fans is full of exciting victories,...
10/14/2026

Basketball season is nearly upon us, and the season highlight for college basketball fans is full of exciting victories, massive upsets, and underdogs ready to come out of nowhere. Here’s hoping you enjoy the madness that is March.

October is Breast Cancer Awareness Month.We take this time to honor the strength of those who have faced a diagnosis, su...
10/07/2026

October is Breast Cancer Awareness Month.

We take this time to honor the strength of those who have faced a diagnosis, support those currently going through it, and recognize the families and communities who stand beside them.

Awareness matters. Support matters. Presence matters.

We stand with you.

For many homeowners, the biggest weather risk may no longer be hurricanes.New research from First Street found that seve...
09/30/2026

For many homeowners, the biggest weather risk may no longer be hurricanes.

New research from First Street found that severe convective storms, including tornadoes, hail, and damaging winds, have become the costliest insured natural disasters worldwide.

In 2025, these storms accounted for one-third of global natural disaster economic losses. Insured and uninsured losses totaled $82 billion, with $68 billion concentrated in the U.S.

Hail is the biggest driver of insurance payouts within this category, followed by severe winds.

These storms tend to move quickly, but they can cause widespread damage to homes, cars, businesses, and infrastructure.

For homeowners, the growing cost of severe weather can show up in more than repairs. It may also affect insurance premiums, property maintenance, emergency savings, and long-term housing costs.

As weather risks shift, it can be worth reviewing coverage, deductibles, and how prepared your household is for unexpected property damage.


Source:

Severe "convective" storms account for roughly a third of global natural disaster economic losses, a new study finds.

Dolly Parton’s legacy reaches far beyond music.Over the years, she gave millions to causes ranging from disaster relief ...
09/23/2026

Dolly Parton’s legacy reaches far beyond music.

Over the years, she gave millions to causes ranging from disaster relief and medical research to education and children’s literacy. Her Imagination Library alone has distributed more than 330 million books to children across five countries.

After devastating Tennessee wildfires in 2016, her My People Fund provided displaced families with $1,000 a month for six months, no strings attached. She also donated $1 million toward COVID-19 vaccine research and supported schools, scholarships, pediatric care, and communities close to home.

What tied so much of that work together was remarkably simple: trust people, see a need, and respond.

Her example is a meaningful reminder that generosity doesn’t have to follow one formula. It starts with deciding what matters to you and finding a way to make an impact.


Source:

Dolly Parton's death is shining a new light on the country music icon's philanthropy. The Library of Congress has called Parton a “titan of children’s literacy” for the millions of free books provided monthly through her Imagination Library.

The price you see on the shelf may not be the exact amount you pay at checkout.With penny production ended, some merchan...
09/16/2026

The price you see on the shelf may not be the exact amount you pay at checkout.

With penny production ended, some merchants have started rounding cash purchases up or down to the nearest nickel. Depending on the total, that could mean a few cents more or a few cents less.

Paying by credit card may come with another wrinkle. Some retailers and service providers are adding surcharges to help offset card processing costs, which may increase the final price.

That means the same purchase could cost slightly different amounts depending on whether you use cash, debit, or credit.

Before you pay, take a second to compare the total for cash, debit, and credit so you know which option makes the most sense for that purchase.


Source:

More merchants are rounding change for cash purchases to the nearest nickel due to the end of penny production, or adding surcharges to credit card transactions.

🏈 Football season is almost here, and all 32 NFL teams are bringing something new to the field.From offseason moves and ...
09/09/2026

🏈 Football season is almost here, and all 32 NFL teams are bringing something new to the field.

From offseason moves and fresh faces to shifting expectations across every division, there’s no shortage of storylines heading into 2026.

The season opens with the New England Patriots facing the Seattle Seahawks in a Super Bowl 60 rematch, and that’s just the beginning.

Whether you’re following your hometown team, setting a fantasy lineup, or just counting down to Sundays on the couch, now’s a great time to catch up on what changed during the offseason.

🏆 Which team are you watching most closely this season?


Source:

NBC Sports has 32 team previews full of stats, storylines and projections that could shape your favorite team’s season.

Living longer doesn’t automatically mean living better.Healthy Aging Month is a reminder that how we age is shaped by mo...
09/02/2026

Living longer doesn’t automatically mean living better.

Healthy Aging Month is a reminder that how we age is shaped by more than just time. Staying active, mentally sharp, and socially connected all play a role—and so does the ability to support those lifestyles over time.

Small, consistent habits—both physical and financial—can influence what those years look like.



Sources
World Health Organization, Ageing and Health, October 2025
American Medical Association, What Doctors Wish Patients Knew About Healthy Aging, September 2025
Stanford Medicine, Five Healthy Habits for Successfully Aging, January 2026
EBRI/Greenwald, 2025 Retirement Confidence Survey, April 2025

Address

2723 S. State Street, Suite 450
Ann Arbor, MI
48104

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17349980746

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