Agili Market Insights: Second Quarter 2021 Views (Video and Transcript)
Click here to watch our latest video, Agili Market Insights: Second Quarter 2021 Views. A full transcript of the video featuring Michael Joyce is below in italics: _____________________________________________ (Transcript) Hi. This is Michael Joyce, your Personal CFO...
Recent Tax Legislation: American Rescue Plan Act of 2021
Written by: Elissa Wurf, PhD, CPA, EA On March 11, 2021, the American Rescue Plan Act of 2021 was signed into law by President Biden. We thought it would be helpful to summarize the Act for clients and friends of the firm. This overview focuses only on elements of...
About Agili: Get to Know Your Personal CFO (Video)
We are excited for you to view our latest video, About Agili: Get to Know Your Personal CFO, featuring Agili President, Michael Joyce; Principal and Financial Strategist, Jamie Malone, and Chief Operating Officer, Cindy Joyce. Watch Video Here. Fee-Only...
Financial Management for Young Adults
Written by: Grant Wilburn In an economic environment with relatively stagnant wages and rising costs across the board, financial management on both the individual and professional level is becoming more important every day. Young adults in particular face costs that...
Prescription for Financial Health: Financial Management for Doctors
Written by: Davis Barry Doctors graduate from medical school with significant earning potential, but to maximize wealth-building, there are certain financial steps they would be wise to take. Of course, one of the financial issues many doctors need to address...
Getting to Know: Cody Santmyer
Cody Santmyer joined Agili in January and we asked him to tell us a little bit about himself. As a Portfolio/Investment Administrator, he supports Agili’s financial strategists by compiling reports and assisting with the implementation of investment strategies. We are...
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