Adventures in Car Buying
Written by: Dan Honsberger I really get excited when people ask me if I know how to drive "stick" - it's the set up for one of my favorite stories about life lessons. In 2008 my Honda had recently lost its muffler, and I decided to be rid of the vehicle. I stepped...
read moreThank You for Participating in Our 2018 Client Survey
Written by: Cindy Joyce Thank you to all of our clients who participated in our 2018 Client Survey. We are thrilled with the results and greatly appreciate the time you took out of your schedules to participate. Overall, we had 138 clients participate in the survey,...
read moreAgili Retreat – Elevating the Client Experience
This year, Agili’s annual retreat kicked off with a special activity. The whole team went to Greater Richmond SCAN (Stop Child Abuse Now) to screen the movie “Resilience: The Biology of Stress & The Science of Hope.” After that extremely moving hour, we worked...
read moreHSAs
Written By: Jen Pieson In the past few years we’ve seen a significant increase in the number of Health Savings Accounts offered to our clients. HSAs used to be fairly unusual, but now they are popping up left and right at benefits enrollment time. Are HSAs a good...
read moreMarket Commentary 12.18.18
Written by: Michael Joyce, CFA, CFP® You may have noticed news over the past couple of weeks that all major stock market indices have neared “correction” territory (that is, they are down 10% or more from their recent peak). Recent news also reported that...
read moreProfessional Designations
Written By: Amber Ott The financial planning and investment management business is filled with very capable and qualified people, and the Agili team is no exception. The problem is, a lot of that expertise is hidden behind an alphabet soup of designations that are...
read more1806 Summit Avenue
Suite 100
Richmond, VA 23230