Conor Clark’s Delicious Stuffing Recipe – Thanks to His Mom
Written by: Adrienne Martin Every November, Agili’s Richmond team gathers for a special Thanksgiving potluck lunch. Most years, we congregate around one big table, but this year we were, not surprisingly, socially distanced around four separate tables. Many team...
Agili’s 2020 Election Reaction and Insights Video
Featuring Michael Joyce Click here to watch the latest Agili Market Insights video: Agili's 2020 Election Reaction and Insights. Agili President and founder, Michael Joyce, begins the video saying that while results of the 2020 election are still being contested, it...
Best Financial Advice Video: Debit vs. Credit
by Sarah Caine, CFP® As part of our Best Financial Advice video series, Financial Strategist, Sarah Caine, CFP®, reminds us that debit cards do not have the same protections as credit cards. At Agili, we strongly recommend that you only use your debit card at an ATM...
How Does Agili Help Clients Nearing Retirement Age?
Written by: Elissa Wurf, PhD, CPA, EA At Agili, we strive to be there for you, our valued clients, at every phase of life. Of course, we help you create a financial plan and develop investment strategies throughout your career, but as you get closer to the age at...
Medicare Open Enrollment: Comparing Drug Plans
Written by: Sarah Caine ‘Tis the season for Medicare open enrollment! We, at Agili, encourage everyone with a Medicare drug plan to review their plan annually. It’s important to remember that the drug plans change every year, and the plan that was best for you when...
Agili’s Best Financial Advice Video
At Agili, we like to offer financial advice and investment insights to clients and friends of the firm in many forms – in blog posts, news articles, our newsletter, social media and even via video. Recently, we developed our Agili’s Best Financial Advice video,...
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