Michael Joyce Talks with Rachel DePompa of NBC12

Michael Joyce recently sat down with Rachel DePompa of NBC12 News to discuss a variety of financial planning topics.  A series of videos with the content is being released over the next several weeks, but you can already watch their conversation about market volatility.

Michael Joyce Presents Investment Options for Doctors

Lehigh Valley Business published an article by Michael Joyce with suggestions of alternative investments for doctors.  Though not appropriate for everyone, investing in real estate or an ambulatory surgery center might be options some doctors find appealing.  To read the entire article, click here.

Carrie Fellon Featured by Local Charity Magazine

Financial Strategist Carrie Fellon was featured in the fall issue of the quarterly donor magazine of Good Shepherd Rehabilitation Network.  Carrie is one of the newest members of the organization’s Women’s Giving Circle.  Click here to read how Carrie was touched by their mission.  For a digital copy of the entire magazine, click here.

Carrie Fellon Writes About Charitable Giving in New Tax Environment

Carrie Fellon wrote an article for Lehigh Valley Business about charitable giving strategies in the new tax environment.  Given that the standard deduction for 2018 returns is nearly double what it was for 2017, fewer people will be itemizing their deductions.  So, what can be done to still get the tax benefits of charitable giving?  To read Carrie’s recommendations, click here.

Agili Announces Move of Richmond Office

On October 2, Agili formally announced the move of their Richmond, VA, office from 9030 Stony Point Parkway to 1806 Summit Avenue in Scott’s Addition.  Richmond BizSense published the story, which can be read here.

Michael Joyce Weighs in on SEC’s Best Interest Rule

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 Obtains CFP® Designation

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 Advises Employees Over Sixty-Five

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.

1806 Summit Avenue
Suite 100
Richmond, VA 23230

74 West Broad Street
Suite 320
Bethlehem, PA 18018