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.
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Determine whether you should consider refinancing your mortgage.
Use this calculator to estimate how much income and savings you may need in retirement.
This calculator can help you determine whether you should consider converting to a Roth IRA.