Blog Posts

As we head toward the end of the year and everyone starts reviewing their finances and taxes more closely, quite a few clients have been asking how they can benefit from the One Big Beautiful Bill Act (OBBBA). Below is a summary of some of the key provisions and potential planning opportunities that may be relevant to our clients personally and/or for their businesses. Please note: (1) this article does not cover all provisions of the OBBBA -only those that might be relevant

As Thanksgiving kicks off the holiday season and a time for family gathering, it’s my pleasure to be invited by Bloomberg reporter to share my thoughts as a financial advisor on a timely, and occasionally awkward, topic: how to ask a family member for financial support during holiday season. Whether you’re pitching a wealthy relative on what you believe is a billion-dollar startup idea or asking for help with the down payment on your dream home, here’s my take on this: Wealth

With the news this week that Warren Buffett will no longer be writing Berkshire Hathaway’s annual letters, it's my pleasure to be invited by Bloomberg reporter to share my favorite Buffett quote from a financial advisor’s perspective. I started reading Berkshire Hathaway’s annual letters since high school and liked different quotes at different period. Now as a financial advisor, my favorite quote is “It pays to be active, interested and open-minded, but it does not pay to be

I’m pleased to share that I was invited by Financial Planning Magazine to comment on the recently lowered Financial Advisor Confidence Outlook (FACO) and the changes we’re seeing in clients’ risk tolerance.   The slight dip in the Financial Advisor Confidence Outlook (FACO) doesn’t surprise me as much as it lines up with what we’re seeing in overall market sentiment. I don’t think it’s necessarily a bad thing. Over the past few months, a lot of economic and policy uncertainty

We’re always looking for better ways to help you make informed and confident financial decisions. That’s why we are currently adding a new tax analysis and planning software, Holistiplan, to bring your tax picture and financial plan together in one place. Holistiplan software will let us scan your tax return to create a clean and visual review of your tax situation, spot tax-saving opportunities, and instantly model “what-if” scenarios for different tax strategies. The softwa

Recently I earned a credential as a Certified Exit Planning Advisor (CEPA®). The thought of getting this credential came to me when I...

I found it quite interesting when I received Bloomberg journalist’s request to comment on how to think about purchasing goods before...

As retirement planning has always been a common subject of interest among clients, I responded to an Investopedia journalist’s request to...

I recently got a media request for WSJ interview about common client misstep during market volatility. When I was trying to think about...

With the new year around the corner, as part of the continuous effort of adding value to our clients, I would like to introduce a few new...

I was asked by ThinkAdvisor journalist how to help clients make decision on what to do when a client’s CDs and bonds mature. Below is my...

I was asked by a Bloomberg Wealth reporter about my opinion on “What should a parent do if supporting their adult children is threatening...

As Mint is no longer available in 2024, I heard from a few clients that they are looking for an alternative budgeting tool and here my...

February Recap and March Outlook As you may notice from the title, Global Wealth Harbor now started to post monthly market review instead...

I was asked by ThinkAdvisor journalist whether it is time to sell the U.S. tech behemoth the “Magnificent 7”. If you are interested in my...

Starting February this year, we are adding new office locations for in-person meetings for our Bay Area clients and prospective clients!...

Blue-Chip spreads rally as investors bet Fed is done hiking. Blue-chip spreads tighten to the lowest since February 2022. The average...

US Producer Prices decline by most since April 2020 on gasoline. Prices paid to producers sank 0.5% in October, core unchanged. Decline...

Stocks extended their November rally amid a surge in tech giants, a relatively calm session for bonds and no major surprises from Federal...

Fed pause helps treasury yields retreat and stocks climb. Gains accelerate after Jerome Powell says financial conditions have tightened....