Scammers Are Targeting Social Security Recipients
March 21, 2023
Last year, to help Social Security recipients keep pace with historic inflation rates and an economic downturn, the Social Security Administration..
XML Wealth Insights: SVB
March 17, 2023
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on SVB.
Commentary on SVB
March 14, 2023
The stock and bond markets were shaken last week as Silicon Valley Bank (SVB) fell into FDIC receivership. SVB is the first FDIC insured institution..
Avoiding Estate Planning Mistakes
March 14, 2023
Your estate plan is your opportunity to leave a legacy for your loved ones, estate planning can be a complex and delicate process that involves a lot..
XML Wealth Insights: Impact on Bond Prices
March 10, 2023
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on Impact on Bond Prices.
The Bear Market Could Lessen the Tax Impact of Your RMDs
March 7, 2023
In general, the bear market we have been experiencing since last June hasn’t been great for investors. But as the saying goes, every cloud has a..
Anxious About Inflation? Try These Tips
February 28, 2023
Record-high inflation is making everyone nervous. The short-term effects of inflation are felt by all of us, but many people are also concerned about..
XML Wealth Insights: Making The Most of College Gifts
February 24, 2023
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on Making The Most of College Gifts.
There’s a Bigger Threat to Your Retirement Savings Than Inflation
February 21, 2023
The ongoing record-high inflation is making a lot of Americans nervous about their financial futures, especially those who are approaching retirement..
Webinar Recording | Navigating the Senior Living Landscape
February 15, 2023
It’s a topic that keeps many up at night: What will I do if I need care? Where will I go? How much will it cost? Trying to understand the spectrum of..
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