by Cindy Joyce | May 18, 2021 | Agili Personal CFOs, Investing, Retirement Planning
Written by: Adrienne Martin We have written about the difference between working with a fee-only Registered Investment Advisor (RIA) and working with other types of financial advisors in the past — and we are writing about this distinction again — because...
by Cindy Joyce | May 4, 2021 | Commentary, Investing, News
Agili’s latest video, Investing Hot Topics: GameStop, Bitcoin and Tesla, featuring Michael Joyce, is certainly on-trend in the investment management world these days. Everyone seems to be talking about these companies! Watch the video here. If you’d prefer...
by Cindy Joyce | Feb 5, 2021 | Financial Planning, Investing, Retirement Planning
In 2021, many have recommitted to improving our personal finances. One of the best ways to make progress is to go back to the basics, revisiting three important components of personal financial planning — debt reduction, savings and retirement planning, and...
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 | Aug 28, 2020 | Agili Personal CFOs, Agili Team Members, Investing
Written by: Amber Ott Agili’s dedicated Investment Team, led by firm President Michael Joyce, is in charge of identifying and analyzing investment opportunities, setting strategic allocation and applying both specific investment decisions and strategic allocation to...
by Cindy Joyce | Apr 23, 2020 | Financial Planning, Investing
Written by: JT Beck While investors know that the primary function of their investment accounts is to buy and sell various securities, it may be more difficult to distinguish the unique characteristics of each type of account. There are many different types of...
