XML Financial Group @XMLFinancial
Financial Planning | Wealth Management | Investments | xmlfg.com MD | VA | PA | CO Joined January 2013-
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Labor Day is a reminder that behind every strong financial future is years of dedication and perseverance. We’re here to help you make your effort count—so that all of your hard work brings you closer to your goals. Celebrate today. Build for tomorrow.
Congratulations to our Senior Wealth Advisor, Shawna Bieda, CFP®, CDFA®! She has officially earned her Certified Divorce Financial Analyst® designation. Learn more about Shawna and get in touch with her below: xmlfg.com/shawna-bieda #FinancialPlanning #DivorcePlanning #CDFA
Join us at XML's Alexandria, VA office on September 16, from 11:00 AM to 12:30 PM, for a Community Cares Sandwich-Making event. Click the link below to register and learn more. info.xmlfg.com/blog/upcoming-… #CommunityCares #AlexandriaVA #GiveBack #XMLCares
Upcoming Educational Webinar! 📣 Join Kevin Peters, CLU® from Lifestyle Life Insurance, and Sharon Abbey, XML Wealth Advisor, for an educational webinar designed to demystify these complex insurance vehicles. Reserve your spot now at the link below. info.xmlfg.com/blog/upcoming-…
Traveling is fun—but without a budget, costs can sneak up on you. Check out 5 free apps in our latest blog post that make it easy to track expenses, avoid surprises, and stick to your budget: #TravelTips #BudgetTravel #SmartSpending info.xmlfg.com/blog/tools-to-…
XML CEO & Co-founder @Brett Bernstein, CFP® recently joined @asset TV’s “Advisor Insights” to share what’s on clients’ minds. Watch the full conversation here: assettv.com/player/default… #FinancialPlanning #MarketInsights #WealthManagement
Mergers and acquisitions are booming in the #RIA space, but the real challenge begins once the honeymoon phase ends and teams must tackle the tough work of integration. @FWReport Read more: info.xmlfg.com/blog/xml-finan… #WealthManagement #FinancialAdvisors #Leadership #PostMerger
Early forecasts point to a 2.4%–2.7% COLA, adding potentially about $48–$54/month for the average retiree . If you have questions, reach out to your XML Wealth Advisor now to discuss COLA and these upcoming changes. info.xmlfg.com/blog/what-the-…
Introducing the NEW XML Women Website! We’ve reimagined our women's division and its online home to better reflect our mission. Explore the new site here: women.xmlfg.com #XMLWomen #WomenInFinance #FinancialEmpowerment #InvestWithConfidence #HolisticPlanning
At its July 30 meeting, the Federal Reserve chose to keep interest rates unchanged, maintaining the federal funds target range at 4.25%–4.50%. While this decision was expected, it revealed growing divisions within the Fed about what should come next. info.xmlfg.com/blog/interest-…
XML CEO, Brett Bernstein, CFP®, shares how he and his team built a firm centered on intentional growth, strong client relationships and holistic planning in a recent CEO Spotlight with Jeff Thomas on Investment Masterminds. Tune in: swan-videos.wistia.com/medias/9dgaleh….
Join us for a live Market Update Webinar! 🗓 Tuesday, August 12, 2025 🕐 1:00 PM EST Get exclusive insights on the key forces shaping the economy. Register now. info.xmlfg.com/blog/webinar-m…
In today’s social media-driven world, it’s easy to travel for the likes. At XML, we believe that intentional travel mirrors smart financial planning: it’s about making purposeful choices that enrich your life. info.xmlfg.com/blog/travel-wi… #MindfulSpending #FinancialPlanning
XML's Chief Compliance Officer, Jennifer Szaro, CRCP®, recently spoke with @FWReport about how we’re preparing for the Treasury Department’s new Anti-Money Laundering (AML) rule, taking effect January 1, 2026. info.xmlfg.com/blog/staying-a…
Join us for an exclusive market update webinar on Tuesday, August 12, 2025 at 1:00 PM EST. Don’t miss this expert-led session as we break down what’s shaping the markets in the final stretch of 2025. Register at the link below. info.xmlfg.com/blog/webinar-m…
A new survey shows growing confidence among U.S. business leaders: Most CEOs no longer expect a recession in 2025. Read the full blog post below. #Economy #BusinessOutlook #Recession #USGrowth #Tariffs #InterestRates #EconomicUpdate info.xmlfg.com/blog/ceos-grow…
The “One Big Beautiful Bill” has officially been signed into law — extending major provisions of the 2017 Tax Cuts and Jobs Act. Click the link below to read the bill's key highlights and a full market commentary to see what this could mean for you. info.xmlfg.com/blog/what-the-…
Wishing you a safe and meaningful Independence Day! #July4th #FinancialIndependence #Opportunity #CelebrateFreedom #FinancialPlan
U.S. government agencies are warning that Iranian cyber threats could soon target U.S. defense contractors. Read the full blog post below. #Cybersecurity #Defense #InfoSec #XMLInsights #DigitalSecurity info.xmlfg.com/blog/cyberatta…
A baby brings so much joy—and some serious expenses, too. Check out our latest blog post below on this topic. info.xmlfg.com/blog/how-to-fi… #BabyExpenses #FinancialPlanning #NewParents #BudgetingForBaby #FamilyFinance #CollegeSavings
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