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  • Writer's pictureJiayi (Kristy) Xu, MBA, CFP®

Global Wealth Harbor featured in Wealth Management Magazine

I was asked by the Wealth Management magazine to share my opinions on why clients nowadays are more concerned with portfolio performance and fees. Click here to read the full article.

If you would like to discuss any financial planning or investment management subjects with me but are new to my firm, let’s set up a FREE introductory meeting to get started!


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