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..
Office Location Update
January 17, 2024
XML President, Curtis Congdon, shares an office location update.
Retirees Stay Busy by Returning to Work
January 17, 2024
According to a recent survey, half of pre-retired and retired Americans are considering delaying or coming out of retirement. Their financial..
XML Wealth Insights: SEC Approval
January 12, 2024
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on SEC Approval.
XML Wealth Insights: International Market
January 5, 2024
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on the International Market.
XML Wealth Insights: 2024 Market
December 29, 2023
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on the 2024 Market.
The IRS Announces Increases in IRA, 401(K) Contributions
December 19, 2023
The Internal Revenue Service recently announced increases in annual retirement account contributions. For both IRA and 401(k) accounts, the annual..
Studies Show That Work Breaks Increase Productivity
December 12, 2023
Many workers push through the day without taking breaks, but studies overwhelmingly show that pausing for breaks is beneficial. Short breaks,..
XML Wealth Insights: All That Glitters
December 8, 2023
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on All That Glitters.
U.S. Consumers Are Financially Healthy Overall
December 5, 2023
VantageScore CEO Silvio Tavares told CNBC that while consumer debt is up, the average consumer is in good shape financially. People are doing a good..
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