NEWS // Operations Notice

XML Wealth Insights: Employment Trends


August 14th, 2020 | In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on “Employment Trends.” Have questions about how these insights and ideas could impact your personalized wealth management strategy? Let’s talk.

This communication is for information and educational purposes only. This is not a recommendation for the sale or investment in any product or strategy or to 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.

    how we work

    We’re here to help you make investments that align with your lifestyle.

    learn How

    who we are

    Brett Bernstein CEO & Co-founder
    Rob Kantor Co-CIO & Co-Founder
    Robert Collins Co-CIO, Managing Director
    Curtis Congdon President
    Mark Samson Senior Partner
    Michelle Cooper Partner & Director, XML-W - Women, Wealth and Wellness
    Jason Klopman Senior Wealth Advisor, Partner
    Eric Wightman Senior Wealth Advisor, Partner
    Shawna Bieda Senior Wealth Advisor
    David Clark Senior Wealth Advisor
    Noorjahan Enayat Senior Wealth Advisor
    Beth Levine Senior Wealth Advisor
    David Margulies Senior Wealth Advisor
    Jack May Senior Wealth Advisor
    Lauren O’Brien Senior Wealth Advisor
    Jordan VanOort Senior Wealth Advisor
    Sharon Abbey Wealth Advisor
    Bob Abel Wealth Advisor
    Sasha Chelekhov Wealth Advisor
    Steven Collins Wealth Advisor
    Kevin Peters Wealth Advisor
    John Sciuto Wealth Advisor
    Jennifer Telesca Wealth Advisor
    Nicole Treiber Wealth Advisor
    Andrew Villafranca Wealth Advisor
    Radley Ellenbogen Associate Wealth Advisor
    Caleb Long Associate Wealth Advisor
    Mary Abba Client Service Associate
    Florence Bird Client Service Associate
    Sharon Cirillo Client Service Associate
    Injy Ibrahim Client Service Associate
    Deborah Jalota Client Service Associate
    Jayson Magro Client Service Associate
    Gail Stanton Client Service Associate
    Meredith Wade Client Service Associate
    Douglas Callan Senior Portfolio Manager
    Stephen Clagett Director of Branch Operations
    Pete Deoudes Director of Marketing
    Amy Lytle Client Service Manager
    Kristian Price Director of Client Experience


    Podcasts, articles, financial news and more!

    learn More

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