by Cindy Joyce | Aug 27, 2019 | Agili Personal CFOs
Written by: Peter Byrd With the college football season kicking off this weekend, I thought it might be fun to take a look to see how Agili stacks up against one of college football’s premier teams – The Alabama Crimson Tide. What I found was that there were...
by Cindy Joyce | Aug 16, 2019 | Agili Personal CFOs, Investing
Written by: Conor Clark, CFA An interest in economics and business has led me to pursue a career in investments, and six years in, I’m happy with the decisions that brought me here. One aspect of the finance industry that has always given me pause, however, is the...
by Cindy Joyce | Jul 30, 2019 | Agili Personal CFOs
Written by: Marilee Falco, CFP®, ChFC “What’s my password?” How often have you said this to yourself? We have so many passwords today that it is nearly impossible to memorize all of them. Most of us have devised a method for creating passwords and storing them. But...
by Cindy Joyce | Jul 2, 2019 | Agili Personal CFOs, Education Planning, Estate Planning, Investing, Retirement Planning, Taxes
Written By: Davis Barry and Dan Honsberger While planning for retirement is an important consideration for everyone, there are many triggers that can lead one to seek financial advice. For many Gen X’ers and Millenials, simply getting finances organized and putting a...
by Cindy Joyce | Mar 29, 2019 | Agili Personal CFOs
Agili has moved! Take a virtual photo tour of our new Richmond office, located at 1806 Summit Avenue, Suite 100 Richmond, VA 23230. All other contact information for the firm will remain the same, including phone numbers, e-mail addresses and web address. If you have...
by Cindy Joyce | Mar 8, 2019 | Agili Personal CFOs
Written by: Jamie Malone As a kid, I remember crawling underneath our vehicles and helping my dad change the oil, replace brakes, and do other auto repairs. Sure, I picked up a few things, but I decided years ago that I am happy to have a mechanic take care of our...
