Wealth management in plain english.

Beyond the Numbers Blog

News
How Our Economy Became a Jenga Tower

Jenga, a block-stacking game based with its origin in Ghana, reached North America in the late 80s. The premise was simple: Build a tower out of thin blocks, then each player removes a block and places it on top of the tower. The player who causes the tower to fall loses. 

News
Beneath the AI Boom: Stagflation and a Ballooning Deficit 

There’s an issue with the AI boom, and it’s not what you think. 

Financial Planning
Risk and Rewards of Cheap Treasuries

Treasuries don’t get nearly as much attention as stocks or ETFs in casual investing talk, but they are just as important, especially when we consider how linked they are to the economy.

Wealth Management
What is “International Deep Value”?

If you’re an active participant in your retirement planning or wealth management journey, you’ve likely learned several key phrases. Index funds, value-based investing, expense ratios, and Earnings Per Share (EPS) are just a few words you’ve likely seen thrown around.

News
Geopolitical Risk and Your Portfolio: The Limits of Diversification

I’ve written much about how investing today isn’t the same as in previous decades. And it’s not just because of the technology. So much has changed, from domestic fiscal policy to geopolitical risk and every shift affects how you build your portfolio.

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How we can help.

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.