Webinar Recording | The Essentials of Estate Planning

May 5, 2021

In recent months, the Biden Administration has proposed several key changes to the tax code governing estate transfers. Specifically, these..

SPACs: What Are They, And Why Do They Matter?

May 4, 2021

Special purpose acquisition companies, or SPACs, are companies with no business plan beyond an eventual merger with or acquisition of an..

XML Wealth Insights: The American Families Plan

May 3, 2021

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on The American Families Plan.

How Moving Can Impact Your Tax Planning

April 27, 2021

The COVID-19 pandemic has made many people rethink their living situations; in fact, in the first six months of the pandemic, almost 16 million..

XML Wealth Insights: Go with the Flow

April 23, 2021

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

Should You Consider a Roth Conversion?

April 20, 2021

Roth accounts are an effective retirement planning vehicle: not only do they allow for tax-free growth, but they can also reduce your future tax..

NFTs: What’s All The Hype?

April 13, 2021

NFTs are the latest crypto investment craze, and their emergence took investors by surprise. The total value of the NFT market grew from roughly..

XML Wealth Insights: The Masters and The Market

April 9, 2021

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on The Masters and the Market.

What is an Imposter Site?

April 8, 2021

By Jennifer L. Szaro, CRCP, Chief Compliance Officer

Webinar Recording | Property & Casualty Insurance with Howard Insurance

April 8, 2021

At XML Financial Group, managing risk is central to our work as comprehensive wealth advisors. And as part of this commitment, we hosted a webinar..

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