Welcome to Encore Wealth Management
At Encore Wealth Management we have always believed that making good investment decisions, even through very difficult periods, must start with a confident and intellectually well-founded commitment to a sensible, rational set of investment beliefs, diversification and analysis not emotion to make decisions. Our approach is grounded in hard work and fundamental research.
We are committed to helping our clients plan for their financial security by identifying their financial goals, creating a viable strategy and modifying that strategy as market conditions and client needs change over time. We work hard to be your trusted advisor when faced with those critical financial decisions.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Here are six flags that may make your tax return prime for an IRS audit.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
An inside look at how marginal income tax brackets work.
Understanding how capital gains are taxed may help you refine your investment strategies.
When considering life insurance, it's important to understand your options.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Estate conservation is too important to put off. Do you have a smart exit strategy?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
All about how missing the best market days (or the worst!) might affect your portfolio.