On January 17, Curtis Congdon, CFP®, CRPC®, President of XML Financial Group, hosted a must-see webinar featuring insights and perspectives from a seasoned veteran of the capital markets: Meera Pandit, Executive Director and Global Market Strategist at JP Morgan.

*This webinar is for educational and informational purposes only. Content is not intended to be a recommendation or solicitation for the sale or investment in any product, strategy or service nor should it be perceived as individual advice.

In addition to covering the current market environment, the webinar also featured:

• A recap of 2023 and perspectives for 2024
• The Fed’s interest rate policy, and its effect on capital markets
• Things to consider while navigating the current market environment
• An open forum, led by our host and featuring questions submitted by the audience

Meera Pandit

Meera Pandit is an Executive Director and  Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Meera is responsible for delivering timely market and economic insights to institutional and retail clients, conducting research on the global economy and capital markets, and running economic forecasts. She is also responsible for publications such as the Guide to the Markets and is a contributor to the J.P. Morgan Long-Term Capital Market Assumptions. Meera is a frequent guest on Bloomberg, Yahoo! Finance, CNBC, CNN, and other financial news outlets and is often quoted in the financial press.

Curtis Congdon, CFP®, CRPC®

Curtis Congdon, CFP®, CRPC® is President of XML Financial Group. An accomplished advisor and member of the XML Executive Committee, Curtis believes strongly in providing lifestyle-driven advice. Relentlessly dedicated to his client’s success, Curtis and his team work to understand client’s unique goals and needs, then craft a plan and investment strategy to help clients feel confident that their money is serving them. Curtis is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor®. Having been nominated by his peers, Curtis was included in the Northern Virginia Magazine’s Top Financial Professionals list from 2015 – 2023 for Investment Planning and Retirement Planning.
Curtis studied Finance at James Madison University and Georgetown University. He continues a love of learning on diverse topics from Philosophy to Austrian economics. Curtis lives in Clifton Virginia with his wife Jenn and their two children. As a family the Congdon’s support many organizations and causes including New Life Christian Church, Cru, The Mises Institute, and Compassion International.

*This webinar is for educational and informational purposes only. Content is not intended to be a recommendation or solicitation for the sale or investment in any product, strategy or service nor should it be perceived as individual advice.