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...
by Cindy Joyce | Nov 30, 2022 | Agili Personal CFOs, Agili Team Members, Uncategorized
Agili recently announced the following promotions in the Richmond office. Richmond BizSense subscribers can see these announcements highlighted in its The Herd column. Amber Ott was promoted to Director of Operations, Chief Compliance Officer. She was previously...
by Cindy Joyce | Feb 18, 2022 | Agili Personal CFOs, Agili Team Members, Uncategorized
Agili CFO, Cindy Joyce, wrote the following letter to Agili’s clients, thanking them for participating in our annual client survey. She delineates the reasons we so value our clients’ input each year — and how we put the information gleaned from the...
by Cindy Joyce | May 18, 2021 | Agili Personal CFOs, Investing, Retirement Planning
Written by: Adrienne Martin We have written about the difference between working with a fee-only Registered Investment Advisor (RIA) and working with other types of financial advisors in the past — and we are writing about this distinction again — because...
