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Beyond the Numbers Blog

Financial Planning
Are All Fiduciary Financial Advisors Created Equal?

Fiduciary financial advisors legally should act in your best interests, but some may be using their status to swindle clients.

News
3 Things We Learned from the Edward Jones SEC Fines

The recent investigation of Edward Jones SEC fines highlights issues in the industry, including how easy it is for the brokerage system to mask failures.

News
Healthcare Private Equity Trends and What It Means For Your Portfolio

Private equity has been buying up emergency beds, hospices, retirement homes, and other healthcare services. Here is what these healthcare private equity trends mean for your portfolio.

Financial Planning
Has the Stock Market Hit Bottom? And the 2023 Economy

Many investors are asking: has the stock market hit bottom? But the answer isn’t so simple. Here is what we know going into the 2023 economy.

Financial Planning
How to Prepare Financially for Alzheimer’s and Dementia: Your Questions Answered

Preparing financially for Alzheimer’s and dementia is about more than dollars and cents. You should take steps to protect your well-being and legacy, too.

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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.