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.
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.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
Estimate the future value of your current savings.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.