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.
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.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
How Long Will Your Funds Last?
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.