Retirement Planning Is About More Than Money
November 13, 2023
Retirement may involve different stages of life, including travel, time with family, and quiet time at home. Those planning for an early retirement..
XML Wealth Insights: Debt & Deficit
November 10, 2023
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on Debt & Deficit.
XML Wealth Insights: Magnificent 7
November 3, 2023
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on Magnificent 7.
Morgan Stanley Introduces New AI Assistant for Financial Advisors
October 31, 2023
Morgan Stanley plans to announce its new A.I. advisor, the AI @ Morgan Stanley Assistant. The new tool will provide Morgan Stanley’s financial..
Gas Prices Hit Seasonal Record Highs
October 24, 2023
Gas prices are rising as the global economy improves and Saudi Arabia and Russia continue to cut oil production. Naturally increased demand and..
XML Wealth Insights: Stocks and Geopolitical Events
October 20, 2023
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on Stocks and Geopolitical Events.
Webinar | 2023 Medicare Open Enrollment
October 19, 2023
If you are new to Medicare, the initial enrollment process can be daunting. And if you are already enrolled in Medicare, the upcoming open enrollment..
National Preparedness Month Is Here
October 17, 2023
September is National Preparedness Month, a campaign sponsored by the Federal Emergency Management Agency. Being prepared is always a good idea, and..
XML Wealth Insights: Staying the course during a government shutdown
October 13, 2023
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on Staying the course during a government shutdown
Continued Financial Stress May Slow Holiday Spending
October 10, 2023
Inflation may be moderating, but Americans are still feeling the burn from raised prices and wages that haven’t kept up. Some 76% of surveyed U.S...
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