by Agili Blog | Feb 16, 2017 | Commentary
Written By: Adrienne Martin Each year, we at JoycePayne Partners like to share with our clients the important feedback we receive in our annual client survey. This year, 114 of our valued clients took the time to provide us with their views on our performance in...
by Agili Blog | Jan 31, 2017 | Commentary, Retirement Planning
Written By: Dan Honsberger Now that a new year is upon us, it is a great time to build upon past successes and good habits. Here are some ideas for using this year’s fresh start to improve your financial life. Do a “Year in Review” for 2016, and evaluate progress...
by Agili Blog | Nov 23, 2016 | Commentary
Residential Energy Efficiency Property Credits Expiring December 31 Written By: Elissa Wurf, CPA, EA Most of the remaining tax credits for making energy efficient home improvements are currently slated to expire on December 31, 2016, so if you have been thinking...
by Agili Blog | Nov 17, 2016 | Commentary
Written by: Davis Barry The current capital gains tax rate structure was created under the Jobs Growth & Tax Relief Reconciliation Act of 2003. It was extended in 2010 and made permanent under the American Taxpayer Relief Act of 2012. Below we will walk through...
by Agili Blog | Aug 8, 2016 | Commentary
The Paradox July was a good month for most investment markets and added to good investment returns for 2016. U.S. stocks were up by about 3.5% in July while other markets such as small company stocks (+6% for the month) and emerging markets (+5% for the month) had...
by Agili Blog | Jun 24, 2016 | Commentary, News
Written by: Michael Joyce, CFA, CFP We woke up to the news that the Brexit campaign was successful and that Britain has voted to leave the European Union. This news was somewhat unexpected and markets have reacted rather strongly to the uncertainty brought on by the...
