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Beyond the Numbers Blog

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News
A Review of 2023 and Estimating the 2024 Economy

The domestic and global economy in 2023 witnessed several significant shifts that have prolonged or seeded upcoming trends. High inflation, countered by interest rate hikes, has dramatically impacted how investors maintain their portfolios and consumer spending.

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Wealth Management
Investing in Gold: Is it Worth It?

Investing in gold is often a strategy for specific economic periods. But as an expensive asset, there are pros and cons to adding it to your portfolio.

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News
Portfolio Strategies for 2024 and Beyond

Portfolio strategies in 2024 may need to be more conservative and diversified to mitigate losses and preserve capital.

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Retirement
Avoiding Cognitive Decline in Retirement

Retirement has been known to contribute to cognitive decline in older adults. However, it is possible to reduce the possibility of dementia.

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Wealth Management
Private Equity RIA Buyouts Result in More Misconduct

Private equity is buying out RIAs, resulting in profit-driven goals and driving advisor misconduct.

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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.