It’s Time to Give Your Estate Plan a Check-Up

February 20, 2024

Many people tend to view estate planning as a “one-and-done” to-do list item. That may be a mistake. Things change over time – with you, your family,..

XML Wealth Insights: The Cause of Tuesday’s Selloff

February 16, 2024

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on The Cause of Tuesday’s Selloff.

Average Credit Card Balances Rising

February 13, 2024

The average American’s credit card balance jumped by 8.2% over the last year. Average credit utilization rose to 31.7% over the same period, and more..

The Harvard Business Review’s Economic Forecast for 2024

February 13, 2024

Inflation is falling, the American economy is growing, and unemployment has been low…so why is the economic outcome for 2024 still so uncertain? The..

XML Wealth Insights: Part II: What History Says About Markets Reaching All-Time Highs

February 9, 2024

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on Part II: What History Says About Markets Reaching..

Why Women Should Stay Involved in Family Finances

February 6, 2024

Regardless of how strong your marriage may be, it’s important to stay involved in your family’s finances. It’s a good idea for women of all ages to..

XML Wealth Insights: What History Says About Markets Reaching All-Time Highs

February 2, 2024

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on What History Says About Markets Reaching All-Time..

The U.S. Labor Market Continues to Show Strength

January 30, 2024

The number of unemployment applications fell again last week as the job market chugs on in spite of high interest rates and fears of a recession. Low..

Will Housing Become More Affordable in 2024?

January 23, 2024

Realtor.com’s housing market forecast predicts a small reprieve for would-be homebuyers who have been hindered by a combination of lack of supply,..

Webinar Recording | 2024 Markets Outlook

January 17, 2024

On January 17, Curtis Congdon, CFP®, CRPC®, President of XML Financial Group, hosted a must-see webinar featuring insights and perspectives from a..

Wondering if there might be something more you and your money could do?

There are several different ways to connect with us. Chose whichever you are most comfortable with.

let’s talk