by Cindy Joyce | Jan 4, 2024 | Agili Personal CFOs
Written by: Cindy Joyce At the close of our 30th year at Agili, we are grateful for our clients. This year was special because we got to celebrate our milestone 30th year with many of you, some in person and some from afar. Once again, we asked for your opinion on...
by Cindy Joyce | Dec 2, 2023 | Agili Personal CFOs, Commentary, Investing, News
Michael Joyce was recently featured in Virginia Business’s wealth management issue. In the article, he discusses this year’s economy as well as future trends. Virginia Business subscribers can read the article here. We share highlights from the Virginia Business...
by Cindy Joyce | Nov 22, 2023 | Agili Personal CFOs, Agili Team Members, News
Michael Joyce recently sat down with Lehigh Valley Business’s Stacy Wescoe to discuss Agili’s 30th Anniversary. Those with subscriptions to LVB can read the entire story here. Read the entire Lehigh Valley Business story below in italics: ...
by Cindy Joyce | May 9, 2023 | Agili Personal CFOs
Written by: Amber Ott and Jen Pieson These days it seems there is no shortage of scam calls, phishing e-mails, and bad actors trying to steal what is yours. And they’ve managed to creep into every corner of our lives – our computers, our phones, our front...
by Cindy Joyce | Mar 16, 2023 | Agili Personal CFOs, Agili Team Members
Written by: Cindy Joyce Consistent Survey Results Are Not Good Enough The Agili team is grateful every day for our clients. As you know, each year we ask for your opinion on what we have done well during the past year as well as (and perhaps more importantly)...
by Cindy Joyce | Mar 9, 2023 | Agili Personal CFOs
Michael Joyce, CFA, CFP® Pens Letter Announcing 30th Anniversary On March 1st, Agili President, Michael Joyce, CFA, CFP® shared the following letter with friends of Agili, announcing the firm’s 30th Anniversary. All, I am writing to let you...
