Financial Ethics

Written by:  Conor Clark, CFA An interest in economics and business has led me to pursue a career in investments, and six years in, I’m happy with the decisions that brought me here. One aspect of the finance industry that has always given me pause, however, is the...

What’s My Password?

Written by:  Marilee Falco, CFP®, ChFC “What’s my password?” How often have you said this to yourself?  We have so many passwords today that it is nearly impossible to memorize all of them. Most of us have devised a method for creating passwords and storing them. But...
Tour Agili’s New Office

Tour Agili’s New Office

Agili has moved! Take a virtual photo tour of our new Richmond office, located at 1806 Summit Avenue, Suite 100 Richmond, VA 23230. All other contact information for the firm will remain the same, including phone numbers, e-mail addresses and web address. If you have...

Do You Need a Financial Advisor?

Written by:  Jamie Malone As a kid, I remember crawling underneath our vehicles and helping my dad change the oil, replace brakes, and do other auto repairs. Sure, I picked up a few things, but I decided years ago that I am happy to have a mechanic take care of our...

The Agili Team

Written by: Nigel Williams   “You have to believe in your process. You have to believe in the things that you are doing to help the team win.” – Tom Brady   The beginning of February marks the end of another football season. Love him or hate him, Tom Brady has proven...