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...
by Cindy Joyce | May 20, 2020 | Agili Team Members
Written by: Adrienne Martin These are strange times, indeed. With so much extra time at home, we were wondering what our fellow Agili teammates were listening to, reading and watching in recent weeks. We were curious about what industry-related content they...
by Cindy Joyce | Nov 27, 2019 | Agili Team Members
Written by: Nigel Williams It was nearly a month ago that I began the 24 hour trek to Nairobi, Kenya with a group of fellow sound engineers, musicians, songwriters, and visual artists. None of us had made such a trip, but we were very eager and excited to learn and...
by Cindy Joyce | Oct 29, 2019 | Agili Personal CFOs, Agili Team Members
Written by: Adrienne Martin Suffice it to say that one can learn a lot about one’s coworkers during an “improv” workshop at an annual company retreat. For starters, we learned that on her first date with her now husband, Marilee Falco was held up at gunpoint! An...
