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.
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.
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Determine whether you should consider refinancing your mortgage.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
How Long Will Your Funds Last?