Wealth management in plain english.

Beyond the Numbers Blog

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.

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.

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.

What Causes Bank Failures (and a Bank Alternative)

Bank failures occur when banks have more debt than assets. Often, customers can panic, potentially causing a total collapse.

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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.