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Here’s What Advisors Are Worried About

Here’s What Advisors Are Worried About

Robert Meyer, Chief Investment Officer, Ibis Capital; San Diego I’m most concerned about tax reform in the U.S. The market has gone up on the tail wind of expectations that tax reform would relax consumers ...
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Wealth Management in Age of Trump: Be Patient, Cautious and Ready to Act

Wealth Management in Age of Trump: Be Patient, Cautious and Ready to Act

Robert Meyer is chief executive of Ibis Capital in San Diego. Voices is an occasional feature of edited excerpts in which wealth managers address issues of interest to the advisory community. As told to Alex ...
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Don’t Let Emotions Influence Your Investing Decisions

Don’t Let Emotions Influence Your Investing Decisions

By Robert L. Meyer, CEO/CIO for Ibis Capital Investing is difficult, and being human makes it harder. That's why even the smartest people are affected by cognitive biases, especially when it comes to investing. Since ...
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Behavioral Finance Reckons With Bulls, Bears and Biases

Behavioral Finance Reckons With Bulls, Bears and Biases

FINANCE: Advisors Take Emotional Baggage Into Account With Clients By SARAH DE CRESCENZO San Diego — It’s the phone call that wealth managers dread when the stock market is bearish and investors are restless...  Someone ...
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PRESS RELEASES
Ibis Capital® Hosts Cyber Security Event Featuring Cyber Security Expert John O'Connor

Ibis Capital® Hosts Cyber Security Event Featuring Cyber Security Expert John O’Connor

Ibis Capital®, an independent wealth management firm for successful families seeking to achieve financial freedom, announced today that it will ...
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Ibis Capital® Expands Customized Retirement Plan Services

Ibis Capital® Expands Customized Retirement Plan Services

San Diego-based small to mid-sized businesses benefit from modernized retirement plan designs that offer competitive fees with exceptional service. SAN ...
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Ibis Capital® Hosts Third Annual Expert Panel to “Safeguard and Grow Your Wealth”

Ibis Capital® Hosts Third Annual Expert Panel to “Safeguard and Grow Your Wealth”

Ibis Capital®, an independent wealth management firm for successful families seeking to achieve financial peace of mind, will host a ...
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Ibis Capital® Adds Advanced Planning Strategies to Portfolio of Services

Ibis Capital® Adds Advanced Planning Strategies to Portfolio of Services

SAN DIEGO--(BUSINESS WIRE)--Ibis Capital®, an independent wealth management firm for successful families seeking to achieve financial peace of mind, has ...
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Ibis Capital® Adds Certified Private Wealth Advisor® Designation

Ibis Capital® Adds Certified Private Wealth Advisor® Designation

SAN DIEGO (PRWEB) FEBRUARY 28, 2017 Ibis Capital, an independent wealth management firm for successful families seeking to achieve financial peace ...
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Ibis Capital® Incorporates the Principles of Behavioral Economics to its Individualized Investment Strategies

Ibis Capital® Incorporates the Principles of Behavioral Economics to its Individualized Investment Strategies

SAN DIEGO--(BUSINESS WIRE)--Ibis Capital, a San Diego-based independent wealth management firm that strives to be the firm-of-choice for successful families ...
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Ibis Capital® Hosts Event on the 2016 Elections and its Effect on Investors

Ibis Capital® Hosts Event on the 2016 Elections and its Effect on Investors

SAN DIEGO, Calif.--(BUSINESS WIRE)--Ibis Capital®, a San Diego-based independent wealth management firm that is redefining the investor experience through a ...
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Ibis Capital® Hosts Event on Current Economic Conditions, Chief Economist Brian Wesbury of First Trust Advisors Makes Positive Predictions for American Economy

Ibis Capital® Hosts Event on Current Economic Conditions, Chief Economist Brian Wesbury of First Trust Advisors Makes Positive Predictions for American Economy

SAN DIEGO--(BUSINESS WIRE)--Ibis Capital®, a San Diego-based independent wealth management firm that is redefining the investor experience through a differentiated ...
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CEO & Chief Investment Officer Robert L. Meyer CFP™, CLU™ Participates in Panel Session at the Fidelity Investments inside Track Conference 2016

CEO & Chief Investment Officer Robert L. Meyer CFP™, CLU™ Participates in Panel Session at the Fidelity Investments inside Track Conference 2016

SAN DIEGO--(BUSINESS WIRE)--Robert L. Meyer, CEO and Chief Investment Officer of a leading San Diego-based boutique wealth management firm that ...
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