Tax-Efficient Ways to Pass Down Assets

July 5, 2022

You have worked hard to build your wealth, and you want to use some of that wealth to help build a solid financial foundation for your children and..

XML Wealth Insights: Long Form Mid-Year Analysis

July 1, 2022

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Long Form Mid-Year Analysis".

5 Financial Moves to Consider In the First 5 Years of Retirement

June 28, 2022

The first 5 years of retirement are a pivotal time from an emotional standpoint: the transition out of work and into retirement can be difficult, and..

XML Wealth Insights: Out of the Woods

June 24, 2022

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

How Long Does A Bear Market Last?

June 21, 2022

Recently, markets have briefly crossed the bear market threshold as the S&P 500 has tumbled nearly 20% from its recent high. Given that the market is..

Worried About Your Retirement Income? Focus On The Math

June 14, 2022

Market volatility can be stressful, and doubly so when you’ve already reached retirement. At that stage, your income largely depends on market..

Webinar | The 10 Commandments of Investor Behavior

June 13, 2022

For years, it has been assumed that success or failure in financial markets had primarily to do with the quality of the investments themselves and..

XML Wealth Insights: Inflation At 40 Year High

June 10, 2022

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Inflation At 40 Year High".

Some Say The 4% Rule Is On Its Last Legs. Is It?

June 7, 2022

For decades, the “4% Rule” has been a handy rule of thumb for retirees to calculate how much they should withdraw from their retirement savings each..

XML Wealth Insights: Key Economic Data Points

June 6, 2022

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Key Economic Data Points".

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