Bonds and Stocks and CDs, Oh My!
October 9, 2023
At times, the financial markets may feel detached from reality. In fact, a client recently compared the current environment to a movie and suggested..
XML Wealth Insights: Changing Narratives
October 6, 2023
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on Changing Narratives.
Strikes Are Having the Biggest Impact in Decades
September 26, 2023
Striking workers are having their biggest impact on the economy since at least the year 2000. August alone saw 4.1 million days of lost productivity..
Webinar | How Insurance Plays Into Your Long-Term Financial Plan
September 20, 2023
On September 20, we hosted a webinar about how insurance can be used as a component of a long-term financial plan. Samson Wealth Management Group (a..
IRS Announces It Will End Most Unannounced Visits To Taxpayers
September 19, 2023
The IRS will no longer make most unannounced visits to taxpayers, citing the need to reduce public confusion and enhance overall safety measures for..
4 Tips for Baby Boomers to Lower their Overexposure to Stocks
September 12, 2023
About 37% of baby boomers overexposed to stocks. Fidelity says that they should be pivoting to less risky investments if they want to make sure their..
Is A.I. on a collision course with white-collar, high-paid jobs?
September 5, 2023
About one in five Americans have jobs with “high exposure” to artificial intelligence, including professions that were traditionally thought of as..
New Rules for Inherited IRAs Could Leave Heirs With a Hefty Tax Bill
August 29, 2023
The Setting Every Community Up for Retirement Enhancement (SECURA) Act of 2019 effectively killed a popular strategy for avoiding taxes on inherited..
One Way to Secure Your Child’s Inheritance in an Uncertain Tax Future
August 22, 2023
No one wants to pay taxes, especially not on the inheritance they intend to leave to their children. There are plenty of tricks to minimize the tax..
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Social Security’s Expected 2024 Cost of Living Increase Doesn’t Match Inflation
October 3, 2023