Our Blog
Getting to Know…Lori Schattner
We wanted our clients and friends to learn more about our colleague, Lori Schattner, who joined Agili in 2023, so we asked her the questions below. As a Client Services Associate, Lori is responsible for providing quality and efficient customer service to clients --...
Michael Joyce Talks with NBC12 about High Interest Savings Accounts
Michael Joyce encouraged listeners to check their interest rates in an interview with Rachel DePompa of NBC12. This story has been distributed to NBC affiliates nationwide. [button...
Michael Joyce Offers Tips for Home Buying on NBC12
Michael Joyce shared his thoughts on home buying in an interview with Rachel DePompa of NBC12. This story has been distributed to NBC affiliates nationwide. [button link="https://www.12onyourside.com/2024/03/26/expert-advice-those-looking-buy-new-home/"...
Michael Joyce Named Best-In-State Wealth Advisor by Forbes and SHOOK Research
Agili is happy to announce that Michael Joyce was included in the Forbes ranking of Best-In-State Wealth Advisors, released on April 3, 2024. Criteria for Inclusion in Forbes Best-In-State Wealth Advisors Ranking Below is a general description of the criteria...
Agili Market Insights: Spring 2024
We invite you to watch our latest video, "Agili Market Insights: Spring 2024." A full transcript of the video, featuring Michael Joyce, is below in italics. https://youtu.be/YM9BJt5M1rA?si=exRKYhOH-FvNYWj7 ...
Young Doctors: Do You Have Adequate Insurance Coverage? (Medical Economics)
Jamie Malone, CFA, CFP®, CPA recently published an article in Medical Economics about the many financial decisions young doctors face. [button link="https://www.medicaleconomics.com/view/young-doctors-do-you-have-adequate-insurance-coverage-" color="lightblue"...
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