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Videos (4)

XML Wealth Insights: Debt Ceiling

May 5, 2023

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on Debt Ceiling.

Webinar Recording | Empowering Women Investors

April 24, 2023

Women are a powerful financial force—yet when it comes to investing and financial planning, many women lack confidence. particularly when it comes to..

XML Wealth Insights: 3 Month T-Bills

April 14, 2023

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on 3 Month T-Bills.

XML Wealth Insights: Will Interest Rates Rise or Fall?

March 31, 2023

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Will Interest Rates Rise or Fall?".

XML Wealth Insights: SVB

March 17, 2023

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

XML Wealth Insights: Impact on Bond Prices

March 10, 2023

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on Impact on Bond Prices.

XML Wealth Insights: Making The Most of College Gifts

February 24, 2023

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on Making The Most of College Gifts.

Webinar Recording | Navigating the Senior Living Landscape

February 15, 2023

It’s a topic that keeps many up at night: What will I do if I need care? Where will I go? How much will it cost? Trying to understand the spectrum of..

XML Wealth Insights: Valuations

February 10, 2023

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

XML Wealth Insights: A Strong Start

February 3, 2023

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on A Strong Start.

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