Webinar Recording | The State of the Restaurant Industry

March 2, 2021

On March 2nd, we hosted a live webinar featuring insight and perspective from Dan Simons, Co-Owner of Farmers Restaurant Group. The event was..

XML Wealth Insights: The Velocity of Money

March 2, 2021

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "The Velocity of Money."

The Trap Of Thinking Too Much About Retirement Strategies — And How To Avoid It

February 16, 2021

Planning for retirement can involve a wide variety of strategies and considerations. While it is important to weigh your options to determine the..

Now More Than Ever, Charitable Giving Is A Smart Financial Move

February 9, 2021

Charitable giving has always been a great way to support the cause of your choice and lower your tax burden at the same time. But in the age of..

XML Wealth Insights: GameStop Trading: Part II - David's Boomerang

February 5, 2021

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "GameStop Trading: Part II - David's Boomerang."

Why Short Squeezes and Reddit Shouldn't Distract Investors

February 4, 2021

by James Liu, CFA, Founder and Head of Research at Clearnomics (james@clearnomics.com; Copyright © 2021 Clearnomics, All rights reserved).

There Are 4 Types of Spenders In Retirement. Which One Are You?

February 2, 2021

Most retirement savers have a plan for how they are going to save their money, but they often forget about the other side of the coin: spending..

XML Wealth Insights: David’s Slingshot? Trading GameStop

January 29, 2021

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "David’s Slingshot? Trading GameStop."

Webinar Recording | 2021 Markets Outlook

January 27, 2021

On January 27th, we hosted a live webinar featuring insight and perspective from two veterans of the capital markets: Bradford Pineault, CFA®, VP..

The 6 Most Important Birthdays For Your Retirement

January 26, 2021

As you get older, you may find yourself getting less excited about your birthday, but there are still important milestones to look forward to...

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