What is a CFP®?

July 8, 2024

The Certified Financial Planner™️ (CFP®️) designation is recognized globally as a standard of excellence in the field of financial planning. To..

When Will Mortgage Rates Go Down?

July 1, 2024

Since late 2022, mortgage rates have sharply risen from 6% to nearly 8% by fall 2023, marking the highest in over two decades. This increase, coupled..

Divorce and Finance 101

June 25, 2024

Divorce is a common situation that many people will face in their lifetimes. Knowing what to do before, during, and after a divorce can set you up..

Is Money the Key to Happiness?

June 18, 2024

Many people assume that more money is the key to satisfaction and happiness. However, Time documents that Post-World War II America has seen a..

What's My Personal Net Worth?

June 12, 2024

This article and worksheet from the FDIC could come in handy as you navigate your finances. The article discusses net worth and the appropriate..

Interest Rate Cuts Unlikely This Summer

June 4, 2024

A recent article indicates that investors may face a challenging summer as indications grow that the Federal Reserve is unlikely to cut interest..

Are Consumers Finally Fed Up with Tipping Culture?

May 28, 2024

A new survey indicates that 3 out of 4 Americans have tip fatigue and think tipping is ‘out of control.’ While tipping culture has grown, there are..

XML Wealth Insights: The Three Keys Affecting The Market This Summer

May 23, 2024

In this week’s video, President of XML Financial Group, Curtis Congdon, discusses the three keys affecting the market this summer. Watch the video to..

Tech Support Scammers Ordered to Pay $26M

May 21, 2024

Two companies that targeted older adults with scare tactics have been ordered to pay a $26 million fine to compensate the victims. The scams, which..

XML Wealth Insights: The Unemployment Rate and Labor Report

May 17, 2024

In this week’s video, President of XML Financial Group, Curtis Congdon, discusses the current state of the labor market and what we can potentially..

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