Prescription for Financial Health: Financial Management for Doctors
Written by: Davis Barry Doctors graduate from medical school with significant earning potential, but to maximize wealth-building, there are certain financial steps they would be wise to take. Of course, one of the financial issues many doctors need to address...
Getting to Know: Cody Santmyer
Cody Santmyer joined Agili in January and we asked him to tell us a little bit about himself. As a Portfolio/Investment Administrator, he supports Agili’s financial strategists by compiling reports and assisting with the implementation of investment strategies. We are...
Three Components of Personal Financial Planning
In 2021, many have recommitted to improving our personal finances. One of the best ways to make progress is to go back to the basics, revisiting three important components of personal financial planning -- debt reduction, savings and retirement planning, and investing...
After the Pandemic: Personal Finance Planning Tips
Recently, Rachel DePompa of NBC12 sat down with Michael Joyce to discuss post-pandemic personal finance planning and behaviors. Money Management Tips after Covid Michael shares money management tips, warning consumers to not splurge and forget all the great...
Agili Market Insights: First Quarter 2021 Views
Click here to watch our latest video Agili Market Insights: First Quarter 2021 Views. Agili President, Michael Joyce, begins the video saying 2020 did not feel like one year – it felt like ten! “When 2020 began, little did we know we would have a pandemic and then an...
Financial Planning Before Divorce Is Finalized
Divorce is tough on everyone, but it can also be tough on finances. In this story for NBC12, Michael Joyce says what he sees most often is people signing the divorce decree and then being surprised by the financial implications of the signed document. Consider...
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