Blog Posts

Jiayi (Kristy) Xu, MBA, CFP®

Apr 23, 20232 min read

Weekly Market & Economic News Recap (Week of April 17, 2023)

A top Federal Reserve official said the central bank had more work ahead to bring down inflation, suggesting another interest-rate...

Jiayi (Kristy) Xu, MBA, CFP®

Apr 20, 20231 min read

Financial Planning Webinar

I am hosting a zoom webinar this Saturday at 12 PM PT (3PM EDT) where I will be introducing core subject areas in financial planning. If...

Jiayi (Kristy) Xu, MBA, CFP®

Apr 16, 20231 min read

Global Wealth Harbor featured on The New York Times

I shared my thoughts with The New York Times about the relationship between saving for down payment and saving for retirement. If you are...

Jiayi (Kristy) Xu, MBA, CFP®

Apr 15, 20232 min read

Weekly Market & Economic News Recap (Week of April 10, 2023)

U.S. inflation eased in March to its lowest level in nearly two years to 5%, but underlying price pressures likely keep the door open for...

Jiayi (Kristy) Xu, MBA, CFP®

Apr 14, 20231 min read

Global Wealth Harbor featured on Bloomberg

I shared my thoughts on common financial mistakes parents should try to avoid with their adult children on Bloomberg. If you are...

Jiayi (Kristy) Xu, MBA, CFP®

Apr 8, 20232 min read

Weekly Market & Economic News Recap (Week of April 3, 2023)

U.S. stocks ended the holiday-shortened week in subdued fashion Thursday, recovering from early losses after new jobless-claims data...

Jiayi (Kristy) Xu, MBA, CFP®

Apr 2, 20231 min read

Global Wealth Harbor featured on ThinkAdvisor Magazine

I shared my thoughts with ThinkAdvisor magazine about advice for depositors who worry about their cash in the bank account after the...

Jiayi (Kristy) Xu, MBA, CFP®

Apr 1, 20232 min read

Weekly Market & Economic News Recap (Week of March 27, 2023)

Home prices declined in January from the prior month as increased mortgage rates continued to slow the housing market. The S&P CoreLogic...

Jiayi (Kristy) Xu, MBA, CFP®

Mar 28, 20231 min read

Global Wealth Harbor featured on Fortune Magazine

I shared my opinion with Fortune magazine about considerations of whether investors should reallocate their investment portfolio in the...

Jiayi (Kristy) Xu, MBA, CFP®

Mar 25, 20232 min read

Weekly Market & Economic News Recap (Week of March 20, 2023)

The first year-over-year drop in home prices in 11 years and a dip in mortgage rates snapped a yearlong streak of declining monthly home...

Jiayi (Kristy) Xu, MBA, CFP®

Mar 18, 20231 min read

Global Wealth Harbor featured in HerMoney

I shared my thoughts on HerMoney about why women may need bigger emergency funds than men. If you would like to read the full article,...

Jiayi (Kristy) Xu, MBA, CFP®

Mar 18, 20232 min read

Weekly Market & Economic News Recap (Week of March 13, 2023)

Economy shows signs of cooling as bank troubles spread. A drop in retail sales and easing price pressures in February offered...

Jiayi (Kristy) Xu, MBA, CFP®

Mar 11, 20233 min read

Weekly Market & Economic News Recap (Week of March 6, 2023)

The American manufacturing sector is starting to show signs of weakness after two years of strong growth, as higher interest rates and a...

Jiayi (Kristy) Xu, MBA, CFP®

Mar 11, 20231 min read

Global Wealth Harbor featured in Financial Planning Magazine

I contributed my opinion to the Financial Planning Magazine "Ask an Advisor" column, the advice column where financial professionals...

Jiayi (Kristy) Xu, MBA, CFP®

Mar 4, 20233 min read

Weekly Market & Economic News Recap (Week of February 27, 2023)

U.S. stock indexes dropped Tuesday in a relatively quiet session, ending a down month on a disappointing note.The Dow Jones Industrial...

Jiayi (Kristy) Xu, MBA, CFP®

Feb 26, 20231 min read

Financial Planning Webinar (for Google CGN Event)

I was invited to Google’s CGN event on Friday to give a financial planning webinar. The webinar introduced the subject areas of financial...

Jiayi (Kristy) Xu, MBA, CFP®

Feb 25, 20231 min read

Global Wealth Harbor featured in InvestmentNews

I shared my thoughts on bond laddering strategy on InvestmentNews. Please click here to read the full article. If you would like to...

Jiayi (Kristy) Xu, MBA, CFP®

Feb 25, 20231 min read

Global Wealth Harbor featured in Bloomberg

I shared my thoughts on tax mistakes investors should avoid on Bloomberg. Please click here to read the full article. If you would like...

Jiayi (Kristy) Xu, MBA, CFP®

Feb 25, 20232 min read

Weekly Market & Economic News Recap (Week of February 20, 2023)

Two separate inflation readings released last week showed both consumer prices and producer prices rose more than economists had expected...

Jiayi (Kristy) Xu, MBA, CFP®

Feb 18, 20232 min read

Weekly Market & Economic News Recap (Week of February 13, 2023)

US stocks closed higher and Treasuries slid as investors picked through another batch of solid economic data to find different takeaways,...