Posts about

Videos (7)

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".

XML Wealth Insights: Out of the Woods

June 24, 2022

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Out of the Woods".

Webinar | The 10 Commandments of Investor Behavior

June 13, 2022

For years, it has been assumed that success or failure in financial markets had primarily to do with the quality of the investments themselves and..

XML Wealth Insights: Inflation At 40 Year High

June 10, 2022

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Inflation At 40 Year High".

XML Wealth Insights: Key Economic Data Points

June 6, 2022

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Key Economic Data Points".

Webinar | Cybersecurity & Fraud Protection

May 11, 2022

The threat of cybercrime is steadily increasing: according to Cybersecurity Ventures, the rate of cybercrime grows at a staggering 15% year-over-year.

XML Wealth Insights: Mother's Day Data

May 9, 2022

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Mother's Day Data".

XML Wealth Insights: The Sell-off In Bonds

April 29, 2022

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "The Sell-off In Bonds".

Webinar | Navigating Volatility

April 14, 2022

Market volatility is an inescapable part of investing; every generation has experienced peaks and valleys in capital markets. During periods of..

Wondering if there might be something more you and your money could do?

There are several different ways to connect with us. Chose whichever you are most comfortable with.

let’s talk