by Cindy Joyce | Feb 10, 2021 | Agili Personal CFOs, Agili Team Members
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...
by Cindy Joyce | Dec 30, 2020 | Agili Personal CFOs, Agili Team Members
Written by: Cindy Joyce We are truly humbled each year as we review the results of our client survey. We have concluded the 2020 survey and are letting the positive results sink in. While the times are certainly strange, it was nice for us to have something “normal”...
by Cindy Joyce | Nov 23, 2020 | Agili Team Members
Written by: Adrienne Martin Every November, Agili’s Richmond team gathers for a special Thanksgiving potluck lunch. Most years, we congregate around one big table, but this year we were, not surprisingly, socially distanced around four separate tables. Many team...
by Cindy Joyce | Oct 13, 2020 | Agili Personal CFOs, Agili Team Members, Financial Planning
At Agili, we like to offer financial advice and investment insights to clients and friends of the firm in many forms – in blog posts, news articles, our newsletter, social media and even via video. Recently, we developed our Agili’s Best Financial Advice video,...
by Cindy Joyce | Aug 28, 2020 | Agili Personal CFOs, Agili Team Members, Investing
Written by: Amber Ott Agili’s dedicated Investment Team, led by firm President Michael Joyce, is in charge of identifying and analyzing investment opportunities, setting strategic allocation and applying both specific investment decisions and strategic allocation to...
by Cindy Joyce | Jun 4, 2020 | Agili Personal CFOs, Agili Team Members
Written by: Conor Clark, CFA When I tell someone I’m a CFA Charterholder, they often react with a blank stare. Occasionally the person will ask, “So you’re an accountant?” referring to the similarly abbreviated but more prevalent CPA designation (Certified Public...
