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Investing

Investing Made Easy.


There is both an art and a science to managing investments. At Encore Financial, we have a disciplined investment process in place as well as a creative and seasoned team dedicated to research and implementation of our strategies.

We start with an institutional-level analysis of the factors that affect our economy and investment markets. Our local portfolio managers layer in their fundamental analysis to identify inconsistencies and opportunities for our portfolios. From there, our Financial Advisors factor in your personal situation and how those global recommendations should (or should not) be implemented for you.

The end result? Proven strategies to maximize returns and mitigate risks that are tailored specifically for you.

  • Risk assessment
  • Portfolio analysis
  • Investment selection
  • Allocation management
  • Compliance oversight

SERVICES
How Can We Help You?

Financial Planning

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Investing

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Retirement

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Featured Videos

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?
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The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.
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Bull and Bear Go To Market

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Featured Calculators

Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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Monthly Budget

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.
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Debt-to-Income Ratio Calculator

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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