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.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Now is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.
Discover how a well-managed health savings account can help you pay current and future medical bills as well as prepare for retirement.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
This calculator can help you determine how soon you can pay off your mortgage.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.