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Beyond the Numbers Blog

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.

News
The New SEC: 5 Key Shifts for Investors to Know

The SEC is changing. Here is what we know.

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.

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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.