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Videos (6)
XML Wealth Insights: Lessons From The Fed
November 4, 2022
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Lessons From The Fed".
XML Wealth Insights: 3Q2022 Earnings
October 31, 2022
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "3Q2022 Earnings".
Webinar | 2022 Medicare Open Enrollment
October 24, 2022
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: Midterm Election Periods
October 14, 2022
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Midterm Election Periods".
XML Wealth Insights: Thru Three Quarters
October 7, 2022
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Thru Three Quarters".
XML Wealth Insights: Good News Is Bad News
October 1, 2022
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Good News Is Bad News".
Webinar | Social Security FAQs
September 20, 2022
Although Social Security plays a major role in retirement planning, the various complexities and nuances of Social Security are not well understood...
XML Wealth Insights: Context of Today's Market
September 16, 2022
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Context of Today's Market".
Webinar | Mid-Year Markets Update
July 19, 2022
On July 19, we hosted a must-see webinar featuring insight and perspective from two veterans of the capital markets: Anu Gaggar CFA®, FRM, CFP®, Vice..
XML Wealth Insights: Long Form Mid-Year Analysis
July 1, 2022
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Long Form Mid-Year Analysis".
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