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Videos (3)
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..
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
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.
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..
Webinar | Mid-Year Markets Update 2023
July 25, 2023
On July 25, we hosted a must-see webinar featuring insight and perspective from two veterans of the capital markets: Bradford Pineault, VP and..
XML Wealth Insights: Summer Headlines
June 9, 2023
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on Summer Headlines.
XML Wealth Insights: Staying Rational
June 2, 2023
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on Staying Rational.
XML Wealth Insights: Commercial Real Estate
May 19, 2023
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on Commercial Real Estate
Webinar | Foiling Fraud: For You and Others
May 15, 2023
Fraud attempts are on the rise: according to new FTC data, consumers reported losing nearly $8.8 billion to scams in 2022—a 30% increase from 2021.1..
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