by Cindy Joyce | Nov 17, 2023 | Financial Planning
Agili Financial Planning Analyst, Jennifer Pieson, FPQP™, developed our latest infographic to explain credit, credit scores, and credit cards to young adults. In the accompanying video, she adeptly describes the concepts in an easy-to-understand manner. A great...
by Cindy Joyce | Nov 6, 2023 | Financial Planning, Goals, News
Agili President, Michael Joyce, CFA, CFP®, recently shared his recommendations for negotiating the best compensation and executive perks package with Lehigh Valley Business (LVB). Those with a subscription to LVB can read the article here. Michael’s thoughts are...
by Cindy Joyce | Oct 31, 2023 | Financial Planning
At Agili, we develop resources to educate our clients and friends about important financial concepts. Jamie Malone, CFP®, CPA, a principal and financial strategist at the firm, created an infographic and video to illustrate the importance of determining if you have...
by Cindy Joyce | Sep 26, 2023 | Agili Team Members, Financial Planning, Investing, News
New Agili Team Members Announced in Richmond Times Dispatch Agili recently shared new hire announcements in the Richmond Times Dispatch. We have been excited to welcome Scott Bracey, Jack Kennedy, and Lori Schattner in the firm’s Richmond office over this past year....
by Cindy Joyce | Sep 14, 2023 | Agili Team Members, Financial Planning, News
RIABiz.com recently published an article about Tom Bradley’s oversight of custodian TD Ameritrade’s conversion to Schwab. Agili President, Michael Joyce, was featured in the article and provided comments: “Right before the Labor Day weekend merger,...
by Cindy Joyce | Sep 8, 2023 | Estate Planning, Financial Planning, News
Agili President, Michael Joyce, recently sat down with Rachel DePompa of NBC12 to discuss financial considerations around wills and estates. Please see below for the video and online article recently shared in over 50 markets nationwide by InvestigateTV and NBC12 (in...
