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.
Market volatility makes most investors nervous, but a big downturn can be especially disturbing to those who are approaching retirement or newly retired. This article presents three fundamental concepts that may help investors keep market movements in perspective and maintain their focus on long-term goals.
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.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Determine whether you should consider refinancing your mortgage.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.