What Agili is Listening to, Reading, and Watching…
Written by: Adrienne Martin These are strange times, indeed. With so much extra time at home, we were wondering what our fellow Agili teammates were listening to, reading and watching in recent weeks. We were curious about what industry-related content they...
read moreFinancial Advice for Young Professionals
Written by: Grant Wilburn Coming out of college, every new grad is excited to get into their chosen field and start earning money. For many, this initial excitement is quickly accompanied by a new thought: “When can I retire?” While not everyone has the same answer...
read moreA Guide to Investment Accounts
Written by: JT Beck While investors know that the primary function of their investment accounts is to buy and sell various securities, it may be more difficult to distinguish the unique characteristics of each type of account. There are many different types of...
read moreTax Update
Written by: Elissa Wurf, PhD, CPA, EA Please Note: As with the updates described below, changes are being rolled out by the IRS and the states sometimes even hourly basis. Therefore, what we say now about returning RMDs below, for example, is still subject to change...
read moreAgili’s Secure Approach to Zoom Meetings
Written By: Amber Ott, Chief Compliance Officer There is no denying that the environment we’re all living in these days is far different than the one we were living in just weeks ago. With a significant portion of the global population staying home, we are all being...
read moreCybersecurity Precautions
Written by: Cindy Joyce and Amber Ott It has been widely reported that during the ongoing coronavirus crisis, cybercriminals are poised to take advantage of the vulnerable. We all must be careful, particularly when it comes to our personal data. In this uncertain...
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