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

BIRD'S EYE VIEW
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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