XML Wealth Insights: Stay Healthy

December 11, 2020

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

Webinar Recording | Cyber and Personal Security: Strategies For Protecting Your Wealth

December 10, 2020

Since the COVID-19 pandemic arrived in the United States, cybercrimes have increased by 600%.1 Cyber security plays a vital role in protecting..

How To Maximize Your Charitable Donations In 2020

December 8, 2020

Charitable donations are more than just a great way to support the charity or cause of your choice, they can also provide valuable year-end tax..

XML Wealth Insights: 2021 Earnings Projections

December 4, 2020

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "2021 Earnings Projections."

Empowered Strategies for the New Year, featuring XML’s Michelle Cooper

December 3, 2020

2020 was a challenging year. The COVID-19 pandemic has forced many of us to rethink everything: our health, our careers, even our relationships...

XML Wealth Insights: How We Give

November 20, 2020

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "How We Give."

Estate Planning: Common Excuses That Can Delay The Process

November 19, 2020

Estate planning is easy to put off for another day; after all, you have the rest of your life to review your existing estate plan or sit down and..

Webinar Recording | After the Dust Settles: Post-Election & Capital Markets Update

November 17, 2020

This year has been a tumultuous one for capital markets and the economy. The COVID-19 pandemic has led to lockdowns, a surge in unemployment, a..

Webinar Recording | Long-Term Care Essentials

November 16, 2020

Many of us define retirement by the things we are able to do; for example, travel more, spend more time with friends and family, or take up a new..

XML Wealth Insights: COVID Vaccine

November 6, 2020

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

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