Encompass Advisory Services

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Encompass Advisory Services Encompass Advisory Services offers financial planning and investment management solutions.

Wondering about your choices for putting aside money for retirement? Learn more about your options.
10/16/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Have you heard about the new contribution limits from the IRS? Read about it in our article.
10/14/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new retirement contribution limits from the IRS.

There are ways to protect your business in the event of your death or the death of a partner.
10/12/2026

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
10/09/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

Concerned about the social impact of your investments?
10/07/2026

Concerned about the social impact of your investments?

For some, the social impact of investing is just as important as the return, perhaps more important.

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
10/05/2026

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
10/02/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

What would happen to your loved ones if you were gone? Make financial preparations today.
09/30/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
09/28/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Address

23114 Seven Meadows Pkwy
Katy, TX
77494

Telephone

(281)3716300

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