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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.

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    Brett Bernstein CEO & Co-founder
    Rob Kantor Co-CIO & Co-Founder
    Curtis Congdon President
    Michelle Cooper Partner & Director, XML-W - Women, Wealth and Wellness
    Jason Klopman Sr. Wealth Advisor, Partner
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    Robert Collins Co-CIO, Managing Director
    Jack May Sr. Wealth Advisor
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    Steven Collins Wealth Advisor
    Sharon Abbey Wealth Advisor
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    Kristian Price Chief Operating Officer (Collins Investment Group)
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    Deborah Jalota Client Services Specialist


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