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.
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.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
How much can you afford to pay for a car?
Estimate the future value of your current savings.