by Encompass Wealth Group | May 14, 2021 | Uncategorized
The Oracle of Omaha and the Fed Chair seem to be at odds. Provided by Nick Boeckman, CFP® What does it mean when two of the most powerful voices in American financial life seem to be saying two different things? In one corner, we have the “Oracle of Omaha,” investor...
by Encompass Wealth Group | May 7, 2021 | Uncategorized
What to expect and why. Provided by Nick Boeckman, CFP® Now and again, the price action on Wall Street can surprise even the most seasoned investors. Look no further than when President Biden in late April proposed an increase in the tax on capital gains to 39.6% from...
by Encompass Wealth Group | Apr 27, 2021 | Uncategorized
Financial Literacy Month Term of the Day SURRENDER CHARGES A penalty imposed on an annuity by the insurance company if the contract owner terminates the annuity prematurely by withdrawing all or a portion of funds above any penalty-free amount...
by Encompass Wealth Group | Apr 24, 2021 | Uncategorized
Financial Literacy Month Term of the Day FIDUCIARY A person or organization that acts on behalf of another person or persons, putting their clients’ interests ahead of their own, with a duty to preserve good faith and trust. Working with a fiduciary is ideal, as...
by Encompass Wealth Group | Apr 22, 2021 | Uncategorized
Financial Literacy Month Term of the Day ASSET CLASS A category of investments that are grouped by common attributes, such as income characteristics, tax status, relative liquidity, growth potential traits, and more. Major asset classes include equities (stocks),...
