Our Blog
Michael Joyce Named One of Barron’s 2024 Top 1,200 U.S. Financial Advisors
We are very proud to announce that Michael Joyce has been included in Barron’s list of 2024 Top 1,200 U.S. Financial Advisors for the tenth consecutive year. This is a prestigious distinction and Michael is honored to be included. The following is an excerpt from the...
Getting to Know…Jack Kennedy
We want you, our clients and friends, to get to know Agili’s team of experts. So, we recently asked one of our newest employees, Jack Kennedy, to share a bit about himself. As a Financial Planning Analyst, Jack assists clients with the development and implementation...
Corporate Transparency Act Requires Filing of Certain Beneficial Owner Information
Written by: Amber Ott At Agili, we aim to always keep clients and friends apprised of new regulatory requirements that may affect their lives but may not be top of mind for them. One such item is the Corporate Transparency Act ("CTA"). Update On March 1,...
Michael Joyce Shares Tax Planning Tips with NBC12
Michael Joyce was interviewed by Rachel DePompa of NBC12 recently – just in time to give some tax filing tips. The story was distributed nationwide and has appeared in over 40 markets. [button link="https://www.12onyourside.com/2024/02/19/filing-tips-this-tax-season/"...
Michael Joyce Named One of InvestmentNews’ Top Financial Advisors in the USA
Michael Joyce Named One of InvestmentNews’ Top Financial Advisors in the USA Agili is delighted to announce that InvestmentNews has named Michael Joyce, CFA, CFP® one of The Top Financial Advisors in the USA. In fact, Michael was ranked #22 on InvestmentNews’ list. In...
Doctors Choosing a Career Path — Private Practice or Hospital System? (Medical Economics)
Michael Joyce recently published an article in Medical Economics on the financial implications for doctors when choosing whether to go into private practice or to work for a health care system. You can read the article in italics below or Medical Economics subscribers...
1806 Summit Avenue
Suite 100
Richmond, VA 23230
74 West Broad Street
Suite 320
Bethlehem, PA 18018