🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

Do you have concerns regarding market instability? If you’re looking for help as you navigate the markets ups and downs, we’re here to help. Let’s chat today! xmlfg.com/contact-us #TestimonialTuesday #FinancialAdvisor #FinancialGoals #MarketInstability

Join us on Tuesday, February 11, 2025, at 11:00 a.m. EST where we will examine the market outlook for 2025. #MarketOutlook #2025Economy #Webinar #InvestmentInsights #Finance info.xmlfg.com/blog/webinar-2…

We’re proud to announce that Sasha Kantarski, Wealth Advisor and Director of Financial Planning, and Jason Klopman, Senior Wealth Advisor, have been promoted to equity partners at XML. #Leadership #TeamSuccess #FinancialPlanning #EquityPartners info.xmlfg.com/blog/new-partn…

In this week's video, President of XML Financial Group, Curtis Congdon, CFP®, CRPC® discusses "Portfolio Drift." Watch at the link below. #PortfolioDrift #WealthManagement #InvestmentStrategy #AssetAllocation #FinancialPlanning #WealthBuilding info.xmlfg.com/blog/xml-wealt…

Don't miss our Market Outlook webinar, tomorrow, Tuesday, February 11, 2025, at 11:00 a.m. EST. Register at the link below! #MarketOutlook #2025Economy #Webinar #InvestmentInsights #Finance info.xmlfg.com/blog/webinar-2…

Having an expertly managed retirement plan for the future is priceless. If you're ready to take the next step and work with an advisor like Lauren, contact us here: xmlfg.com/contact-us #TestimonialTuesday #PlanForTomorrow #RetirementPlanning #WealthManagement

This Valentine's Day, why not make your relationship even stronger by talking about finances? It may not seem like the most romantic topic, but aligning your financial goals can boost trust. #MoneyTalks #FinancialGoals #ValentinesDay #XMLBlog info.xmlfg.com/blog/for-valen…

Many free trial offers appear attractive, but may lead to unexpected charges if you don't cancel on time. Read more below. info.xmlfg.com/blog/how-to-ge…

XML Financial Group CEO and Co-founder, Brett Bernstein, CFP®, recently joined Paul Dio on the Business Legacy Podcast to discuss the art of trust in financial stewardship. Listen now: info.xmlfg.com/blog/the-art-o… #WealthManagement #FinancialPlanning #Leadership #SuccessionPlanning

In this week's Wealth Insights video, Curtis Congdon, President of XML Financial Group discusses the rise of inflation. Click below to watch the full video. info.xmlfg.com/blog/xml-wealt…

Did you miss our latest 2025 Market Outlook Webinar? Download the latest economic outlook materials from the webinar by visiting here: info.xmlfg.com/blog/webinar-2… Have questions about what you can expect in the markets in 2025? Contact our Wealth Advisors: xmlfg.com/contact-us

Meet Caite Stevens, Chief Technology Officer at XML! Caite has been with the XML team for one year, bringing over two decades of expertise in technology in the finance industry to her role. Read more here: xmlfg.com/caite-stevens #Leadership #XMLTeam #WomenInTech

XML Financial Group CEO, Brett Bernstein, CFP®, recently spoke with U.S. News and World Report about how strategies like tax-loss harvesting and thoughtful portfolio construction can help retirees manage taxes. Read more: money.usnews.com/money/retireme…

In this week's video, Curtis Congdon CFP®, CRPC®, President of XML Financial Group, dives deep into what really drives the markets: corporate earnings. #StockMarket #CorporateEarnings #Investing #MarketTrends info.xmlfg.com/blog/xml-wealt…

Join us on Tuesday, March 25, 2025, at 11:00 a.m. EST for a special webinar featuring two experts in the fields of financial planning and divorce. Register today! info.xmlfg.com/blog/essential… #DivorcePlanning #FinancialPlanning #WomenWealthWellness #FamilyLaw #Webinar #ExpertAdvice

In our latest blog post, we dive into the key factors to consider when downsizing—like maintaining privacy, keeping sentimental items, and how a new location might impact your social connections. ow.ly/2sHV50VaAfp #RetirementPlanning #Downsizing #FinancialFreedom #XMLBlog

In this week's market commentary video, Curtis Congdon, President of XML Financial Group discusses the state of household wealth and how the average American family is coping with rising interest rates. #MarketCommentary #HouseholdWealth #InterestRates info.xmlfg.com/blog/xml-wealt…

The elimination of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) is a win for many workers. Reach out to XML for personalized guidance on how the new law affects you and your retirement strategy. info.xmlfg.com/blog/the-socia…

March is Women’s History Month, and this past Saturday, March 8th, we celebrated International Women’s Day. Today, we take a moment to honor and celebrate the incredible women who are the heart and soul of our firm. Read more: xmlfg.com/team

Navigating today's federal job market can be a complex challenge. Join our upcoming virtual event on Wednesday, March 19 at 11:30am designed specifically for those who have recently left or are considering leaving the federal service. Learn more! info.xmlfg.com/leaving-federa…