Webinar
The Election, Politics, and The Economy
On Friday, October 25 we hosted a webinar with Deputy Chief Economist from First Trust Advisors, Robert Stein, CFP®, and XML Financial Group President, Curtis Congdon, CFP®, CRPC® on the election, politics, and the economy. Election season can bring uncertainty and this timely informative webinar dives into an overview of the current political landscape and the importance of elections on economic policy. We also discussed how the market typically reacts during the election season. Click below to watch this insightful discussion.
Robert Stein, CFP®
Robert (Bob) is Deputy Chief Economist for First Trust Advisors and is responsible for forecasting and analyzing economic indicators as well as writing economic commentaries. Prior to joining First Trust, Bob was Assistant Secretary for Economic Policy at the U.S. Treasury Department. While there, Bob was responsible for briefing the Secretary of the Treasury on U.S. macroeconomic developments and formulating policy proposals. Day to day, he was responsible for leading a team of twenty economists conducting in-depth economic analysis and research. Between 1996 and 2002, Bob was chief economist for the Senate Budget Committee on Capitol Hill and an economist for the Senate Banking Committee and Joint Economic Committee. Prior to his tenure on Capitol Hill and the Treasury Department, Bob was a journalist for Investor’s Business Daily where he covered the economy and authored many front-page stories. Bob received a BA in both Economics and Government from Georgetown University. He is also a CFA charterholder.
Curtis Congdon, CFP®, CRPC®
Curtis is President of XML Financial Group. An accomplished advisor and member of the XML Executive Committee, Curtis believes strongly in providing lifestyle-driven advice. Relentlessly dedicated to his client’s success, Curtis and his team work to understand client’s unique goals and needs, then craft a plan and investment strategy to help clients feel confident that their money is serving them. Curtis is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor®. Having been nominated by his peers, Curtis was included in the Northern Virginia Magazine’s Top Financial Professionals list from 2016 – 2020 and 2022 – 2023 for Investment Planning and Retirement Planning. To compile the Top Financial Professionals listing, surveys were sent to all Northern Virginia financial professionals, asking them to recommend other financial professionals whom they would refer to friends and family. Those on the listing received the most nominations. Although some Top Financial Professionals winners choose to advertise in the magazine, they cannot pay to be included on the list. This listing and the advertising section are separate entities. XML did not pay to be on the list or to advertise.
Curtis studied Finance at James Madison University and Georgetown University. He continues a love of learning on diverse topics from Philosophy to Austrian economics. Curtis lives in Clifton Virginia with his wife Jenn and their two children. As a family the Congdon’s support many organizations and causes including New Life Christian Church, Cru, The Mises Institute, and Compassion International. FINRA’s BrokerCheck | 2B Supplement
