XML Wealth Insights: Corporate Earnings

October 23, 2020

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Corporate Earnings."

XML Wealth Insights: A Conversation About VP Biden’s Tax Plan

October 16, 2020

In this week’s video, President of XML Financial Group, Curtis Congdon and Sr. Financial Advisor Lauren O’Brien have a conversation about VP..

Webinar Recording | Medicare Boot Camp

October 15, 2020

If you’re new to Medicare, the initial enrollment process can be daunting. And if you’re already enrolled in Medicare, the upcoming open..

How to adapt to unexpected changes to your retirement plan

October 12, 2020

The age at which you expect to retire is the foundation for all your retirement planning: your savings goals, your portfolio weighting, and even..

XML Wealth Insights: Which Party is Better for the Market

October 12, 2020

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Which Party Is Better For The Market."

What Near-Retirees Can Do to Keep Their Retirement Timeline on Track

October 7, 2020

The COVID-19 pandemic and subsequent market crash earlier this year was the second major market setback for investors in just over a decade. In..

How XML Financial Group Helped OTGbaby Get Its Start

October 5, 2020

It’s 2018, and an ordinary late April day at the Bullis School in Potomac MD, but not really. On this day, five teams of nervous, budding..

XML Wealth Insights: COVID Now

October 2, 2020

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "COVID Now."

XML Wealth Insights: The Incomplete Guide, Part IV: What Could Be

September 18, 2020

In this week’s video, President of XML Financial Group, Curtis Congdon, shares part IV of “The Incomplete Guide” series.

XML Wealth Insights: The Incomplete Guide -  Part III: Financial Inequality

September 4, 2020

In this week’s video, President of XML Financial Group, Curtis Congdon, shares part III of “The Incomplete Guide” series.

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