Market Commentary 12.18.18

Written by:  Michael Joyce, CFA, CFP® You may have noticed news over the past couple of weeks that all major stock market indices have neared “correction” territory (that is, they are down 10% or more from their recent peak).  Recent news also reported that...

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Professional Designations

Written By: Amber Ott The financial planning and investment management business is filled with very capable and qualified people, and the Agili team is no exception.  The problem is, a lot of that expertise is hidden behind an alphabet soup of designations that are...

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Getting to Know: Van Nguyen

Name:  Van Nguyen Your position at Agili:  Client Services Manager Educational background:  BS in Biology from the University of Richmond, with a minor in Elementary Education Describe your family.  I have a very large and close family.  I am number 5 of 7 kids.  My...

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What is DocuSign and Why Do We Use It?

Written by:  Grant Wilburn Founded in 2003, DocuSign has quickly become the leader in their niche industry of validating electronic signatures. While the company offers several services, including identity management and workflow automation, DocuSign’s success mainly...

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Getting to Know: Amber Ott

Name:  Amber Ott Your Position at Agili:  Manager of Client Development and Chief Compliance Officer Educational background:  High School in Wisconsin.  Bachelor’s degree from New York University, double major in Psychology and Romance Languages (an overly fancy way...

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