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Encompass Financial Planning

Comprehensive Financial Planning
Investment Planning
Risk Planning
Small Business Retirement Planning
Financial Life Checkup
Home
Encompass Financial Planning
Meet The Team
Affiliations
Contact
Blog
Client Login
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August 3, 2018
Rich Dougall

Pursuing a Better Investing Experience #8

August 3, 2018
Rich Dougall

Manage Your Emotions

DFA Investor experience 8.png

Many people struggle to separate their emotions from investing. Markets go up and down. Reacting to current market conditions may lead to making poor investment decisions.

August 3, 2018
Rich Dougall
July 6, 2018
Rich Dougall

Pursuing a Better Investing Experience #7

July 6, 2018
Rich Dougall

Avoid Market Timing

DFA Investor experience 7.png

You never know which market segments will outperform from year to year. By holding a globally diversified portfolio investors are well positioned to seek returns wherever they occur.

July 6, 2018
Rich Dougall
June 1, 2018
Rich Dougall

Pursuing a Better Investing Experience #6

June 1, 2018
Rich Dougall

Practice Smart Diversification

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Holding securities across many market segments can help manage overall risk. But diversifying within your home market may not be enough. Global diversification can broaden your investment universe.

June 1, 2018
Rich Dougall
May 4, 2018
Rich Dougall

Pursuing a Better Investing Experience #5

May 4, 2018
Rich Dougall

Consider the Drivers of Returns

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Academic research has identified these equity and fixed income dimensions, which point to differences in expected returns.

Investors can pursue higher expected returns by structuring their portfolio around these dimensions.

May 4, 2018
Rich Dougall
April 6, 2018
Rich Dougall

Pursuing a Better Investing Experience #4

April 6, 2018
Rich Dougall

Let Markets Work For You

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The financial markets have rewarded long-term investors. People expect a positive return on the capital they supply, and historically, the equity and bond markets have provided growth of wealth that has more than offset inflation.

April 6, 2018
Rich Dougall
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Encompass Financial Planning, Inc. is a state-registered investment adviser registered in the States of Oregon, Washington, and Nevada. Encompass Financial Planning, Inc. may only transact business or render personalized investment advice in those states and jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Encompass Financial Planning, Inc. and its Representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Nothing on this website should be construed as personalized investment advice, which can only be provided in one-on-one communications.

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