by Cindy Joyce | Apr 13, 2020 | Agili Personal CFOs, News, Tools
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...
by Cindy Joyce | Apr 8, 2020 | Agili Personal CFOs, Tools
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...
by Cindy Joyce | Feb 5, 2020 | Agili Personal CFOs
Written by: Amber Ott How Agili Makes Money… Agili is a fee-only firm. This means our sole source of revenue is the fees we earn from our clients for managing their assets. That makes us only accountable to our clients. And we like working for you. We charge...
by Cindy Joyce | Jan 23, 2020 | Agili Personal CFOs
Written by: Cindy Joyce I would like to offer a sincere thank you to our clients who participated in the 2019 Client Survey. The survey concluded in November and we received the summary right before the holiday season. It is a true gift to see that our...
by Cindy Joyce | Jan 7, 2020 | Agili Personal CFOs, Goals
Written By: Jen Pieson Happy New Year! We hope you have a healthy and prosperous 2020! The New Year serves as a milestone to reflect on what’s happened over the last twelve months and proactively plan for the future. Sometimes we’re proud of the things we’ve...
by Cindy Joyce | Oct 29, 2019 | Agili Personal CFOs, Agili Team Members
Written by: Adrienne Martin Suffice it to say that one can learn a lot about one’s coworkers during an “improv” workshop at an annual company retreat. For starters, we learned that on her first date with her now husband, Marilee Falco was held up at gunpoint! An...
