AI companies assure investors that their technology can do everything. But can it? We took a deep dive into the industry to better understand investment opportunities...and risk: https://lnkd.in/ekAhdz-T
Encompass Advisors, Ltd.
金融服务
Brevard，North Carolina 92 位关注者
Personal wealth management and investment guidance, driven by patience, empathy, and understanding.
关于我们
At Encompass Advisors Ltd., we do more than just build spreadsheets and crunch numbers. We get to know you on a personal level — your lifestyle, health, finances, family structure, values, and goals. Our underlying philosophy is patience and empathy. And we believe in math, not luck; sound judgment, not speculation. We know that preserving and growing wealth is the result of careful analysis, defined discipline, and clear and distinct strategies. Located in western North Carolina, Encompass Advisors is a fee-only Registered Investment Advisor (RIA) firm, meaning that we are compensated solely by the client. We are a fiduciary and provide unbiased judgment based on experience, prudence, and our clients’ best interests. We work closely with your other trusted advisors, including attorneys and CPAs as needed. We serve a diverse base of clients, such as professionals, business owners, retirees, and those preparing for a transition. We help clients — locally and nationally — with everything from managing their 401(k), to changing careers, to optimizing retirement and Social Security benefits, to adjusting their financial plans after a spouse has passed away, to ensuring the long-term care of a beloved pet through estate planning. If you want wealth management and investment guidance with a warm, personal approach, reach out to us today.
- 网站
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https://encompassadvisors.com/
Encompass Advisors, Ltd.的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Brevard，North Carolina
- 类型
- 私人持股
- 领域
- Tax and Estate Planning、Retirement Income Planning、Advising Trustees of ERISA Retirement Plans、Financial Planning、Retirement Planning、Financial Advisors、Wealth Management、Investment Management、Tax Mitigation Strategies和Cash Management
地点
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主要
获取路线
10 Encompass Plaza
US，North Carolina，Brevard
Encompass Advisors, Ltd.员工
动态
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Do you want an advisor who spends their time researching investments or chasing sales? In a recent article, we shared how different advisors spend their working day (us included): https://lnkd.in/eaNn9ACZ
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Could the Inflation Reduction Act (IRA) be repealed? And what could happen if it was? Fund manager experts at GMO weigh in: https://lnkd.in/eifDqxQD
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Over half of high-net-worth retirees' wealth is linked to their 401(k)s and IRAs. The lesson for new investors? Don't forget to invest in these accounts. They aren't as sexy as purchasing alternative investments or having your own brokerage account (many still do this). But maxing out tax-efficient retirement accounts continues to offer excellent return for many investors.
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The Federal Reserve has been losing interest rates. Here's how that will affect your retirement and investment portfolios: https://lnkd.in/eJSug5kX
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Emerging markets are often touted as a way to boost gains. But experts at PIMCO highlight how they can also be used to reduce risk: https://lnkd.in/ewWUPPu6
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Another way to combine financial planning and philanthropic contributions is through charitable remainder annuity trusts (CRATs). A CRAT is an irrevocable trust, meaning it cannot be amended or cancelled, that splits generated interest between selected charities and the donor. Depending on how the CRAT is setup, you may be able to still have access to income and tax deductions.
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It's largely become common knowledge that owning individual stocks doesn't really work--it's a strategy that relies on luck. Here's the breakdown of why it's a losing strategy for most investors, and what alternatives you should consider: https://lnkd.in/eQJVSsMq