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.
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.
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
This calculator can help you determine how soon you can pay off your mortgage.
Will you be able to afford nursing home care?
Determine whether you should consider refinancing your mortgage.