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Beyond the Numbers Blog

Retirement
Should You Retire in North Carolina?

Whether you live in North Carolina or are fascinated by The Old North State, there comes a time to think about the best place to retire. And for many, North Carolina is the perfect place to spend their golden years. When you already have a home, family, and friends, why would you move? But it’s not that simple for other retirees.

News
The Disconnect Between the Stock Market and the Economy

When the stock market dipped low on Friday, October 10th, investors were once again reminded of a simple truth: The stock market is not the economy. Occasionally, they do overlap, but they are not the same.

News
Interest Rate Cuts: The Great Balancing Act

I’ve written copiously on interest rate increases since the pandemic—but upcoming decreases warrant similar discussions. 

News
How Does the 10-year Treasury Bond Work?

In times of economic uncertainty and shifting monetary policy, the 10-year Treasury Bond begins to inch up in the news. And for good reason—it’s a key economic indicator of the economy’s health.

Financial Planning
Making Decisions About Debt When You’re Trying to Save

Debt is a peculiar subject—either my clients want to avoid talking about it or they can’t stop talking about it. Personally, I enjoy discussing debt as a part of financial planning, because it’s actually a very nuanced topic. This is especially true for the context in which debt normally comes up: Mortgages.

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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.