At IBEX Wealth Advisors, we believe it's imperative that you have a clear understanding of your financial and investment strategies. This includes keeping you informed of what you own and how each investment is intended to work toward fulfilling your short-and-long-term goals.
We strive for consistency in our investment results and across all aspects of our relationship with you from our unparalleled, personal service to our financial planning, investment selection and investment management processes.
Our commitment to our clients is most evident in our approach to investment management. The convictions that support our investment recommendations are the result of leveraging the expertise of our institutional research partners and applying thoughtful, objective analysis to the construction of each client portfolio.
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
Use this calculator to estimate how much income and savings you may need in retirement.
Use this calculator to determine whether you qualify for the different types of IRAs.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Will you be able to afford nursing home care?