Our Blog
Michael Joyce Featured in Article about Tom Bradley and the Schwab Conversion
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, long-time TDA...
Financial Advice regarding Wills and Estate Planning
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...
Peter Byrd Earns CFP® Certification
Peter Byrd, CFP®, a Financial Planning and Portfolio Analyst in our Richmond office, has earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification. About the CERTIFIED FINANCIAL PLANNER™ Certification Administered by the CFP Board, the CERTIFIED FINANCIAL...
Protect Against Check Fraud
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...
A Day in the Life of an Agili Intern
Written by Kyle Joyce Every day at Agili begins the same -- I walk in and am greeted by everyone in the office. The friendly environment at Agili immediately extinguished any anxiety I had when I initially started. After I get to my desk, I log on to my computer. The...
Finding the Best Credit Card for Your Financial Lifestyle
https://www.youtube.com/watch?v=325VJkYY3Q0&list=PLVFznvrcMMD8VUYe9TndPPYQoKs--MEjU&index=2 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...
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