Cicadas are buzzing and so are some hot topics right now. Do you know what can be the most critical time for your retirement planning?
LIFESTYLE DRIVEN ADVICE MAY 2021
Hello,
Cicadas are buzzing and so are some hot topics right now. Do you know what can be the most critical time for your retirement planning? Find out why the first few years are so significant in our blog below. We also dive into the latest surge behind SPACs, and our Wealth Insights video blog explores inflationary concerns in the market.
We hope you've been enjoying our webinars as we know we've had a great time putting them together. We've got another big one in June when we invite Amy Katz and Brian Katz to come share their insights about The State of the Commercial Real Estate Market. This webinar will be taking place on Wednesday, June 16 at 12 PM ET, and registration is open here.
As always, if you have any questions about the information shared in the newsletter, please don’t hesitate to reach out to us.
Wealth Insights: Inflation
With all the talk of inflationary concerns lately in the market, in this edition of Wealth Insights, XML President Curtis Congdon shares his thoughts on inflation and what's led to these concerns.
Commercial real estate is one of the industries that was hit hardest by the COVID-19 pandemic, as lockdowns and social-distancing requirements forced many businesses to transition to remote operations. With vaccine distribution underway, many industries are slowly returning to normal — but is commercial real estate one of them?
On June 16, we will be hosting a live webinar on commercial real estate. XML Financial Group’s CEO & Co-Founder Brett Bernstein will be joined by Brian Katz and Amy Katz. Brian is the President & Co-Founder of American Real Estate Partners (AREP), an institutional fund manager and operating partner focused on office and mixed-use repositioning and development in the Greater Mid-Atlantic Region. Amy is the Founder & CEO of Curbside Kitchen, a technology company that creates custom food truck solutions for commercial and residential properties. Join us by registering for this insightful webinar by clicking the link below.
Michelle recently sat down to discuss the importance of women's financial health with the Fem Word, one of DC's Top 5 must listen to, female-produced podcasts. The Fem Word also featured Michelle on their website where she shared her insights about the importance of financial planning for women and to always be prepared for unforeseen circumstances. You can read the article by clicking here. Way to go, Michelle!
Important Reminders
Required Minimum Distribution (RMD) is back and the new starting age is 72.
Please check out www.xmlfg.com/resources for the latest news, webinars, podcasts, articles, newsletters, etc.
This communication is for information and educational purposes only. This is not a recommendation for the sale or investment in any product or strategy nor should it be perceived as individual advice. Information presented has been prepared from sources believed to be reliable but is not guaranteed and does not represent all available data necessary for making investment decisions. Economic and market forecasts presented herein reflect a series of assumptions and judgments as of the date of this presentation and are subject to change without notice. Forecasts do not consider the specific investment objectives, restrictions, tax and financial situation or other needs of an individual. Actual data will vary and may not be reflected here. Accordingly, these forecasts should be viewed as merely representative of a broad range of possible outcomes. The opinion expressed by this individual is based on facts and circumstances known at this time, is subject to change and does not reflect the opinions of all financial professionals of XML.
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