September 18th, 2020 | In this week’s video, President of XML Financial Group, Curtis Congdon, shares part IV of “The Incomplete Guide” series. https://hubs.ly/H0wNfDX0
View important disclosures at https://hubs.ly/H0wNfDY0
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XML Wealth Insights: The Incomplete Guide, Part IV: What Could Be
On this episode of Common Sense Investing we discuss the possibility that we have begun a new bull market. We also talk about a few simple rules that may make you a better investor in the long run. Date first aired: 09/16/20 https://hubs.ly/H0wpN1b0
View disclosures at https://hubs.ly/H0wpGcm0
Many investors are wondering if they need to adjust their long-term strategies after November’s elections. On September 14th, we’re holding a webinar to explain what could happen in November — and what it might mean for the markets. Register now. https://hubs.ly/H0vTdcs0
What would a Biden presidency mean for the markets? How about a second Trump term? On Monday, September 14th, we’re holding a webinar to discuss how markets might react to the possible outcomes of November’s elections. Register now. https://hubs.ly/H0vTlyq0
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Webinar | 2020 Election Outlook
Just because you’re leaving your old job behind doesn’t mean you should do the same with your retirement account. Read more about the importance of being strategic with your existing retirement savings when you change jobs: https://hubs.ly/H0vNTX30
View important disclosures at https://hubs.ly/H0vNTX40
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Switching Jobs? What Are Your Options With That Employer 401(k)?
September 4th, 2020 | In this week’s video, President of XML Financial Group, Curtis Congdon, shares part III of “The Incomplete Guide” series. https://hubs.ly/H0vJqZD0
View important disclosures at https://hubs.ly/H0vJDt50
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XML Wealth Insights: The Incomplete Guide - Part III: Financial Inequality
On this episode of Common Sense Investing we look at the mixed signals coming from the stock market and why we shouldn't be too pessimistic. Date first aired: 10/07/20 https://hubs.ly/H0xDhBP0
View disclosures at https://hubs.ly/H0xDhBQ0
The COVID-19 market crash was the second big retirement setback in just over a decade. Read more to find out how near-retirees can get their retirement timeline back on track: https://hubs.ly/H0xyX0F0
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What Near-Retirees Can Do to Keep Their Retirement Timeline on Track
Each year, XML Financial Group sponsors the Entrepreneurship capstone course at The Bullis School. Over the course of the semester, we provide budding entrepreneurs with the funds to develop a business concept or product, culminating in a "Shark Tank"-style pitch presentation where the winning group receives an additional $10,000 in startup money. We're proud to announce that OTGbaby, 2018's winning concept, has completed its first product and is preparing a Kickstarter campaign to fund a full launch. Read the whole story here: https://hubs.ly/H0xs3340
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How XML Financial Group Helped OTGbaby Get Its Start
October 2nd, 2020 | In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "COVID Now."
https://hubs.ly/H0xlTGP0
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XML Wealth Insights: COVID Now
Medicare Advantage or Medicare Supplement plans? How does working past age 65 affect your Medicare coverage? On Thursday, October 8th at 12 PM ET, we are holding a webinar to discuss everything you should know about Medicare enrollment. Register now. https://hubs.ly/H0xgVZ_0
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Webinar | Medicare Boot Camp | Thursday, October 8th at 12:00 PM ET
On this episode of Common Sense Investing we look at asset allocation. The answer isn't a simple one since so much depends on the individual but we give you some of our thoughts on the subject. Date first aired: 09/30/20 https://hubs.ly/H0xgTZy0
View disclosures at https://hubs.ly/H0xgN_z0
October 23rd 2020 | In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Corporate Earnings."XML Wealth Insights: Corporate Earnings https://hubs.ly/H0yzg_k0
October 16th 2020 | In this week’s video, President of XML Financial Group, Curtis Congdon and Sr. Financial Advisor Lauren O’Brien have a conversation about VP Biden’s tax plan. https://hubs.ly/H0y5VzN0
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XML Wealth Insights: A Conversation About VP Biden’s Tax Plan
On this episode of Common Sense Investing we give you some ideas that you can take away, research and see if they make sense for your portfolio. Date first aired: 10/15/20 https://hubs.ly/H0y4KHH0
View disclosures at https://hubs.ly/H0y4s1p0
Your retirement plan likely relies on you working until age 65, but the average age of today’s retiree is 59 — and 36% of retirees didn’t have a choice when to retire. Here’s how you can prepare for an unexpected change to your retirement timeline: https://hubs.ly/H0xPv_V0
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How to adapt to unexpected changes to your retirement plan
October 9th, 2020 | In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Which Party Is Better For The Market." https://hubs.ly/H0xPv-p0
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XML Wealth Insights: Which Party is Better for the Market
On this episode of Common Sense Investing we talk about how the equity markets may be in for a break from its recent run up and we ask the question; has Berkshire Hathaway made a recent undisclosed investment in a US company? Date first aired: 11/18/20 https://hubs.ly/H0Bnx3Y0
View disclosures at https://hubs.ly/H0BnmKl0
November 20th, 2020 | In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "How We Give." https://hubs.ly/H0Bl5Mx0
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XML Wealth Insights: How We Give
You might not think you need an estate plan, but without one, you may be making things more difficult for your loved ones when you’re gone. This article outlines some common excuses about estate planning — and why they don’t hold water: https://hubs.ly/H0BdWfv0
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Estate Planning: Common Excuses That Can Delay The Process
Northern Virginia Magazine has announced its list of Top Financial Professionals for 2020. We're proud to announce that XML Financial Group President Curtis Congdon, CFPⓇ, CRPCⓇ and Senior Wealth Advisor Jack May, CFPⓇ made this year's list. Thank you to our industry peers for recognizing Curtis and Jack's outstanding work, and congratulations to everyone who made this year's list! https://hubs.ly/H0z9MCf0
On this episode of Common Sense Investing we revisit our thoughts on a new bull market. We also look at Berkshire Hathaway's latest earnings report. Date first aired: 11/11/20 https://hubs.ly/H0zSrpX0
View disclosures at https://hubs.ly/H0zSc9k0
2020 has had it all: market turmoil, economic downturns, a global pandemic — and, of course, a presidential election. On November 16th, we are holding a webinar to take stock of where we are now and the key considerations for investors going forward. Register today. https://hubs.ly/H0zSDDM0
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After the Dust Settles: Post-Election & Capital Markets Update| Monday, November 16th at 12:00 PM ET
2/5/21 - In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "GameStop Trading: Part II - David's Boomerang." https://hubs.ly/H0G6n0r0
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XML Wealth Insights: GameStop Trading: Part II - David's Boomerang
On this edition of Common Sense Investing we talk about corporate earnings and the lofty expectations of investors. We also talk about two of our favorite places to invest in an otherwise expensive market. 2.3.21 https://hubs.ly/H0G0rFF0
There are a lot of different ways to save money for retirement, but there are also different ways to spend money in retirement — four, in fact. This article explains how knowing those spending patterns can help with retirement planning: https://hubs.ly/H0F-Kwm0
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There Are 4 Types of Spenders In Retirement. Which One Are You?
1/29/21 - In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "David’s Slingshot? Trading GameStop." https://hubs.ly/H0FH7sZ0
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XML Wealth Insights: David’s Slingshot? Trading GameStop
Some people think birthdays are less fun as you get older, but there are still things to look forward to — especially where your retirement planning is concerned. This Kiplinger article explains the 6 most important birthdays for your retirement: https://hubs.ly/H0FwJJD0
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The 6 Most Important Birthdays For Your Retirement
What does a new administration mean for wealth management in 2021? On January 27th, senior equity strategists from Fidelity and Wells Fargo Investment Institute will share their perspectives on this topic and more. Register for this webinar today. https://hubs.ly/H0FbkCb0
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2021 Markets Outlook | Wednesday, January 27th at 11:30 AM EST
