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.
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.
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
This calculator can help you determine how soon you can pay off your mortgage.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.