Our Blog
Agili is Hiring: Portfolio Investment Administrator
Agili is hiring! We’re recruiting a Portfolio Investment Administrator to join our team of experts in Richmond. Interested candidates may send resumes/CV to Cindy Joyce at careers@agilipersonalcfo.com. Please see the job description below: Portfolio Investment...
We’re Hiring: Investment Analyst
Agili is hiring! We’re recruiting an Investment Analyst to join our team of experts in Richmond. Interested candidates may send resumes/CV to Cindy Joyce at careers@agilipersonalcfo.com. Please see the job description below: Investment Analyst Job Announcement:...
Doctors Should Create Retirement Savings Plan (Video and Transcript)
Michael Joyce was recently interviewed by Richard Payerchin of Medical Economics. In this video, Michael asserts that doctors should save early and aggressively - and create a retirement savings plan. Please see the video transcript below in italics: Watch the...
Cash Balance Plans for Business Owners (Video and Transcript)
We are happy to share Agili's latest video, Cash Balance Plans for Business Owners. A full transcript of the video, featuring Michael Joyce, is below in italics. https://www.youtube.com/watch?v=3Pa284Y3G1g&t Video Transcript: Cash Balance Plans for Business...
Young Doctors: Is Your Financial Future Healthy? (Quiz)
At Agili, we enjoy creating quizzes to test the financial planning knowledge of our clients and friends. Our latest quiz is Young Doctors: Is Your Financial Future Healthy? CLICK HERE TO TAKE OUR QUIZ Young Doctors May Be Behind on Retirement Savings Because...
Doctors Should Not Over-Complicate Investment Diversification
Diversify Away Systematic Risk with as few as 25-30 Stocks Michael Joyce was recently interviewed by Medical Economics. In this video clip, Michael reminds doctors that they should not over-complicate investment diversification. Please see the video transcript...
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