Wealth management in plain english.

Beyond the Numbers Blog

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.

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.

Wealth Management
The Shrinking Generational Wealth Transfer

The upcoming generational wealth transfer isn't what it's cracked up to be. The mindset around inheritance has changed - and the older generations are leaving less for their children.

News
Back to the Real Stock Market Cycle

The stock market: It’s something that seems easy to understand. But it rarely acts the way you expect—and that’s true for everyone, including seasoned investors.

Retirement
The Healthy Retirement Mindset: Making Proactive Decisions

A healthy retirement mindset can help you be proactive and better prepare for one of life’s most significant transitions.

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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.