Wealth management in plain english.

Beyond the Numbers Blog

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.

News
Why Low Interest Rates Signals Slowdowns, Not Growth

I’ve written about interest rates before, but they are in the news again. And, to be honest, the link between interest rates and the economy are not always clear if you don’t live and breathe economics. 

Retirement
When to Take Social Security

Social security averages your income over your working life and distributes that amount to you. But how much you get depends on when you file your social security claim.

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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.