by Cindy Joyce | Mar 17, 2021 | Agili Personal CFOs
We are excited for you to view our latest video, About Agili: Get to Know Your Personal CFO, featuring Agili President, Michael Joyce; Principal and Financial Strategist, Jamie Malone, and Chief Operating Officer, Cindy Joyce. Watch Video Here. Fee-Only...
by Cindy Joyce | Mar 3, 2021 | Agili Personal CFOs, Financial Planning, Goals, Retirement Planning
Written by: Grant Wilburn In an economic environment with relatively stagnant wages and rising costs across the board, financial management on both the individual and professional level is becoming more important every day. Young adults in particular face costs that...
by Cindy Joyce | Feb 23, 2021 | Agili Personal CFOs, Doctors, Financial Planning, Retirement Planning
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...
by Cindy Joyce | Feb 10, 2021 | Agili Personal CFOs, Agili Team Members
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...
by Cindy Joyce | Jan 20, 2021 | Agili Personal CFOs, Investing
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...
by Cindy Joyce | Dec 30, 2020 | Agili Personal CFOs, Agili Team Members
Written by: Cindy Joyce We are truly humbled each year as we review the results of our client survey. We have concluded the 2020 survey and are letting the positive results sink in. While the times are certainly strange, it was nice for us to have something “normal”...
