Making the Most of the Benefits You Already Have

Written By: Jen Pieson Agili customizes individual financial plans for each of our clients; it's one of the ways we aim to be our clients' Personal CFO. The beginning of a client relationship usually involves a flurry of activity wherein we coordinate the opening of...

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Getting to Know: JT Beck

Name:  JT Beck Your position at Agili:  Portfolio/Investment Administrator Educational background:  University of South Carolina; St. Christopher's School Describe your family:  I'm one of three sons...all of whom have great senses of humor, but can be serious when...

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Multifactor Authentication: Protecting You from Cybercrime

Written by:  Van Nguyen, FPQP™ If you do online banking, pay bills online, or log into your investments accounts online, you have undoubtedly encountered the joys of multi-factor authentication.  In addition to the standard username and password, you are required to...

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