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.
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.
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.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate the future value of your current savings.
Determine whether you should consider refinancing your mortgage.
How much will it cost to pay off a loan over its lifetime?