Wealth management in plain english.

Beyond the Numbers Blog

Wealth Management
Understanding Fixed-Income Investments

Fixed income is an essential part of every portfolio no matter how conservative or aggressive your approach is. And for retirees, this asset class is exceptionally critical.

Wealth Management
Beyond the Bond Yield: What Rising Interest Rates Mean for You

The Federal Reserve is attempting to reduce the inflation rate by hiking interest rates. Here's what that means for your portfolio in the years to come.

Financial Planning
An Investor’s Guide to Inflation

Inflation is a buzzword that can incite anxiety in even the calmest investor. It's used as a major talking point in business, economics, and politics. And whenever there is a dramatic price increase, discussions on inflation take center stage. But there’s one problem – Not many people truly understand what an inflation rate is.

Financial Planning
How to Find a Financial Advisor

In today’s market, just about anyone can call themselves a financial advisor. To make matters more complex, there are various credentials an advisor can invest in and use to highlight their expertise and "trustworthiness". So who can you trust?

How Not to Run Out of Money in Retirement

The prospect of running out of money in retirement is becoming increasingly more likely. Across the US, retirement savings average out to about $255,200 despite the fact that most workers feel they will need $1.9 million.

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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.