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 | 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...
by Cindy Joyce | Aug 25, 2023 | Financial Planning, News
Earlier this year, FinCEN, Financial Crimes Enforcement Network, a bureau of the U.S. Department of the Treasury, warned consumers about an increase in check fraud — even as fewer people use paper checks. In 2021, there were about 350,000 cases of check fraud...
by Cindy Joyce | Aug 3, 2023 | Financial Planning, News
Check New Credit Card Offers In a recent “Watching Your Wallet” segment from NBC 12, Agili President, Michael Joyce, sat down with Rachel DePompa to discuss credit card options. This story has been distributed nationally by NBC and Investigate TV. Michael said...