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.
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
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.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
How much would your monthly lease payment be?
How much can you afford to pay for a car?
How much do you need to save each year to meet your long-term financial goals?