Wealth management in plain english.

Beyond the Numbers Blog

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.

Financial Planning
Why General Financial Advice Isn’t Benefiting Your Portfolio

General financial advice rarely overlaps with individual portfolios. I imagine that Americans see the need for a deeper understanding of the markets and financial planning.

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Wealth Management
Complex Inheritances and Legacy Planning: Examples and Best Practices

It’s easy to think about legacy planning late in life.

Featured image for The Most Common Question I Get Asked as a Financial Advisor
Financial Planning
The Most Common Question I Get Asked as a Financial Advisor

Over the years, I’ve had prospects and clients ask me a number of questions. But there is one that stands out above all the rest as both the most common and strangest question (from an advisor’s point of view).

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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.