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Beyond the Numbers Blog

News
The Return of Volatility: An Economic Recap of Trump’s First 100-Days

After analysts agreed in December that the United States had likely avoided a recession, we are back on track for economic stability, with a recent Deutsche Mark study suggesting that estimates are almost 50%. The reason for this? Largely, sweeping economic changes and declining consumer confidence.

News
Authoritarian Economies: A Historical View

A strong financial system offers everyone a chance to improve their standard of living—and it is an alluring campaign promise. Throughout history, the dream of economic prosperity for all has been used across the political spectrum. Regimes known for repression or draconian social laws have been no exception.

Retirement
To Retire Or Not To Retire, That Is The Question — Isn’t It?

Deciding when to retire dictates the rest of your life.

Wealth Management
Making the Most of Your Donation: Tax Mitigation, Legacy Planning, and More

Donations—whether through direct cash, trusts, or assets—stem from something more than money.

News
Linking Trump’s Economic Policies to Your Portfolio

As a financial advisor, I consider policies, not politics. And with President Trump elected to his second term, it was important to dive into his stated economic policy directions.

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At Encompass Advisors, we provide wealth management and investment guidance for every aspect of your financial life – and we do it with a warm, personal approach. Located in western North Carolina, we serve clients locally, nationally, and globally.