Michael Joyce wrote an article for WealthManagement.com about the SEC’s proposed best interest rule, stating that he believes the rule does not go far enough to change the standard or clarify the difference between broker-dealers and investment advisors. To read the entire article, click here.
Sarah Caine recently completed the exams and met the requirements for the Certified Financial Planner™ designation. The Morning Call features the news here.
Sarah Caine wrote an article for Lehigh Valley Business that offers information and advice about Medicare and private insurance to working Americans over the age of 65. Importantly, Sarah answers the question, “Do I need a Medigap plan?” To read the entire article, click here.
Cindy Joyce, Agili’s Chief Operating Officer, and Marilee Falco, the leader of our Bethlehem, PA office, wrote an article for Lehigh Valley Business about how to recruit and retain employees in today’s tight labor market. To read the entire article, click here.
Estate Planning Magazine included an article by Michael Joyce and Elissa Wurf in their August issue. The article offers suggestions to estate planning professionals about effectively guiding client decision making. To read the entire article, click here.
The Morning Call included an announcement about Agili and our enhanced leadership team in their Lehigh Valley’s Business Cycle section. To read the piece, click here.
Choosing the right retirement community can be daunting. Marilee Falco provides some resources and advice to help aging individuals find the right home. To read the entire article, published in Lehigh Valley Business, click here.
Richmond Times-Dispatch published a story about Agili, formerly JoycePayne Partners, and our expanded leadership team. To read the great article, click here.
Elissa Wurf, our Financial Planning Analyst with a PhD in Psychology, wrote an article for Lehigh Valley Business about how bias and perceptions affect financial behavior. She offers suggestions on ways to keep certain dangerous behaviors from overcoming an investor’s rational brain. To read Elissa’s entire article, click here.
Lehigh Valley Business published an opinion piece by Michael Joyce about strategies and economic forces that should allay concerns about current market volatility. Having long-term goals and objectives, and matching your portfolio’s asset allocation to that time horizon, will ensure the long-term effect of volatility on your portfolio is dampened. To read the entire article, click here.
BusinessWoman published a guest article written by Marilee Falco about the personal – and professional – benefits of volunteering. Volunteering provides women the gratification of giving back and the connection to their larger community, while enabling them to gain valuable leadership skills. To read Marilee’s entire article, please click here.
Marilee Falco authored an article for Lehigh Valley Business focusing on planning for long-term care. The majority of Americans will need long-term care at some point and planning for how to pay for it can help reduce stress and general anxiety around aging. However, long-term care insurance, which at one point made financial sense, is no longer a sensible option for most consumers. To read Marilee’s suggestions, click here.
Social Security is a complex system. In an article written for Lehigh Valley Business, Sarah Caine simplifies the most relevant information to help you maximize your Social Security income. Sarah defines useful terms and discusses filing decisions for individuals and couples. To read the entire article, click here.
Lehigh Valley Business kicked off the New Year with an article suggesting it is the perfect time to get your finances under control. Michael Joyce contributed best practices to the article, including tackling credit card debt and maxing out retirement savings accounts.To read the entire article, click here.
Marilee Falco wrote a guest article for Business Woman in which she offers retirement planning advice to women business owners. A successful plan starts with finding the right advisor – one who understands their clients’ entire life picture. To read the rest of Marilee’s suggestions, click here.
Lehigh Valley Business published an article written by our Financial Strategist Carrie Fellon that highlights methods of giving to charity that also provide tax benefits. Carrie describes the often overlooked strategy of the qualified charitable distribution along with other, more commonly utilized strategies. To read all of Carrie’s ideas, click here.
Michael Joyce wrote an opinion piece for Lehigh Valley Business in which he suggests that one of the best gifts small business owners can give themselves is adequate insurance coverage. Michael mentions key person insurance, insurance to fund a buy-sell agreement and umbrella liability insurance, among other types. To read all of Michael’s insurance recommendations, click here.
Michael Joyce recently wrote an op-ed for Richmond Times Dispatch with suggestions of common sense tax reforms. In the wake of President Trump releasing a tax reform proposal, Michael suggested changes and simplifications to the tax code that would benefit as many Americans as possible. To read all of Michael’s suggestions, click here.
Michael Joyce authored an article for Lehigh Valley Business about savvy estate-tax strategies for family business owners. In the article, Michael reminds business owners about the lack of marketability discount that can be applied to an illiquid asset, such as a closely-held business, when valuing an estate. Michael also offers advice on retaining control of your business even if you are no longer a majority shareholder. To read the entire article, click here.
Marilee Falco co-authored an article with Dolores Laputka, attorney at Norris McLaughlin & Marcus, P.A., that was published in Lehigh Valley Business on August 14, 2017. Marilee and Dolores discuss the key to a successful relationship between a financial advisor and an estate attorney – open communication. To read more about how clients benefit from their financial advisor and estate attorney working together, click here.