Ibis Capital thought leadership and market insights for investors and industry professionals.

BIRD'S EYE VIEW
Tax-Gain Harvesting - Save on Future Taxes

Tax-Gain Harvesting – Save on Future Taxes

2017 has been a great year for the stock market. Despite uncertainty around tax reform, verbal skirmishes with North Korea, and an aging bull market, the market continues its quiet ...
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Supercharge Your Giving - Donating Complex Assets

Supercharge Your Giving – Donating Complex Assets

What do you think of when you hear the words “charitable gift”? Perhaps a postage-paid donation envelope, a puppy-shaped box for pocket change at your local humane society, or a ...
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Year-End Planning - Are You Ready for 2018?

Year-End Planning – Are You Ready for 2018?

With the beginning of November this Wednesday, 2017 is quickly coming to a close. Are your finances ready for end of year? Before you get swept away in the hustle ...
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4 Secrets to Simplify Your Finances

4 Secrets to Simplify Your Finances

Everyone wants control over their finances—easier said than done! Between work, family and other obligations, finding the time to manage your money is tough. To make your job easier, here ...
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Behavioral Finance - The Preserver

Behavioral Finance – The Preserver

Are you devoted and loyal to friends and family? Do others see you as “even-keel” and “level-headed”? Are you content with what life has to bring instead of always reaching ...
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Employer Contributions – Matching or Non-Elective?

Employer Contributions – Matching or Non-Elective?

You’ve made the decision to establish a retirement plan for your company. That’s an important first step; but an employer-sponsored retirement plan is only as effective as its design. Therefore, ...
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Ibis Capital Cyber Security Event - Protect Yourself Online

Ibis Capital Cyber Security Event – Protect Yourself Online

Ibis Capital Cyber Security Event Last Thursday, September 28th, Ibis Capital hosted our Cyber Security. In today's increasingly technology-dependent world, cyber security has become a key component of every asset protection ...
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FDIC Insurance - How safe are your savings?

FDIC Insurance – How safe are your savings?

Imagine losing all of your hard-earned savings overnight. Sound like a nightmare? Unfortunately, this nightmare became reality for thousands of American families during the Great Depression. After the stock market ...
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Should I pay off my mortgage?

Should I pay off my mortgage?

“What should I do with my mortgage?” Every homeowner has asked this question, and for good reason. For many, their home is their largest financial asset. And, since most can’t ...
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Behavioral Finance - The Follower

Behavioral Finance – The Follower

Do you often follow the lead of friends and colleagues, whether in career moves, parenting styles, or stock picks? Are you content with decent investment returns instead of trying to ...
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Bonds Explained - How Do They Work & Why Own Them?

Bonds Explained – How Do They Work & Why Own Them?

The investing world boasts a wide variety of financial products, such as annuities, Exchange Traded Funds (ETFs), hedge funds, options and futures contracts.  Underneath nearly all of these complex strategies ...
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Attention Plan Sponsors – When did you last review your 401(k) fees?

Attention Plan Sponsors – When did you last review your 401(k) fees?

Years ago, you decided to set-up a 401(k) plan for your company as a means for you and your employees to save for retirement. So you hired a team of ...
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Tax-Free Growth for High Earners - The Roth Alternative iUL

Tax-Free Growth for High Earners – The Roth Alternative iUL

A high income brings many benefits. Unfortunately, easy access to tax-free growth is not one of them. With the IRS barring higher earners from Roth IRAs, investors must find other ...
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Behavioral Finance - The Independent

Behavioral Finance – The Independent

Are you an innovative thinker, willing to hold your own opinions?  Do others describe you as strong-willed, individually-minded, and self-confident, unafraid to involve yourself in new and unfamiliar areas?  Were ...
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ETFs Explained - What Are ETFs and Why Are They So Popular?

ETFs Explained – What Are ETFs and Why Are They So Popular?

Every industry has its fair share of lingo, and the investment world is no exception. Opening the business section of the Wall Street Journal can feel like trying to decipher ...
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5 Asset Protection Strategies to Shelter Wealth

5 Asset Protection Strategies to Shelter Wealth

Whether you’re a business owner, doctor, engineer, board member or someone else with considerable income and assets, the chances of another individual or creditor seeking to deprive you of your ...
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Physician

Paging All Doctors – Are You Maxed Out?

Physicians, like yourself, earn some of the highest wages in the country; you deserve it given your dedication to years of education and hard work. Unfortunately, your well-earned income pushes ...
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Behavioral Finance - The Accumulator

Behavioral Finance – The Accumulator

Are you an entrepreneur, perhaps the first in your family to earn significant assets?  Do people describe you as decisive, strong willed, and confident—a natural-born leader?  Have you been willing ...
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Self-Directed 401(k) Plan - Take Control of Your Retirement

Self-Directed 401(k) Plan – Take Control of Your Retirement

In today’s increasingly personalized world, we’ve come to expect easy, intuitive ways to customize the services and products we use to fit our individualized needs and situations. This is especially ...
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Behavioral Finance – Don’t Let Emotions Rule Your Thinking!

Behavioral Finance – Don’t Let Emotions Rule Your Thinking!

I’d gotten the better of myself again. There he was—young, blonde, and single…  And that’s all I knew.  Week after week, he sat in the chapel’s balcony just one pew ...
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"Safeguard and Grow Your Wealth" - Asset Protection Tips, Real Estate Update, and More

“Safeguard and Grow Your Wealth” – Asset Protection Tips, Real Estate Update, and More

Last Thursday, April 27th, we hosted our 3rd annual State of the Firm event, “Safeguard and Grow Your Wealth," at The Santaluz Club.  Thank you to all attendees for sharing ...
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What is a Backdoor Roth IRA?

What is a Backdoor Roth IRA?

The backdoor Roth is a popular way to save for retirement.  It can insulate your retirement against changes in the tax code and provide more for your loved ones.  However, this strategy ...
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Trump Commentary

Trump Commentary

It's hard to believe it has only been weeks since Trump was inaugurated as President of the United States. Since January 20th, we've had contentious executive orders, widespread protests, raucous ...
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Ibis Capital's Brexit Breakdown - What to Know and How it Might Affect You

Ibis Capital’s Brexit Breakdown – What to Know and How it Might Affect You

Brexit shock As you probably already know, last Thursday the UK voted to leave the European Union (EU). The Brexit vote caught the market by surprise, as most believed that the UK ...
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