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Global Wealth Harbor featured on InvestmentNews Magazine
I was asked to share my thoughts with InvestmentNews magazine on BlackRock’s offer of retirement-date ETFs for investors saving outside...

Jiayi (Kristy) Xu, MBA, CFP®
Oct 20, 20231 min read
Weekly Market & Economic News Recap (Week of October 9, 2023)
Higher bond yields likely to extend Fed rate pause. Officials are signaling that a run-up in long-term interest rates might substitute...

Jiayi (Kristy) Xu, MBA, CFP®
Oct 15, 20232 min read
Weekly Market & Economic News Recap (Week of October 2, 2023)
US stock benchmarks rebounded after a tense week while the retreat in Treasuries extended as Wall Street debated the odds the Federal...

Jiayi (Kristy) Xu, MBA, CFP®
Oct 7, 20232 min read
Weekly Market & Economic News Recap (Week of September 18, 2023)
Big tech weighs on stock market after Fed pause. Wall Street is finally buckling in for a longer ride with higher borrowing costs. (Wall...

Jiayi (Kristy) Xu, MBA, CFP®
Sep 23, 20232 min read
Weekly Market & Economic News Recap (Week of September 11, 2023)
Fiscal policy risk is more likely to drive up US bond yields than further tightening from the Federal Reserve, said the central bank’s...

Jiayi (Kristy) Xu, MBA, CFP®
Sep 16, 20232 min read
Weekly Market & Economic News Recap (Week of September 4, 2023)
Inflation, Interest-Rate Worries Drag Stocks Downward. Treasurys and big tech shares drop after hot economic data. (Wall Street Journal,...

Jiayi (Kristy) Xu, MBA, CFP®
Sep 9, 20232 min read
Global Wealth Harbor Featured on Financial Planning Magazine
I shared my thoughts with the Financial Planning Magazine about how a retiree could invest in helping protect the planet. If you are...

Jiayi (Kristy) Xu, MBA, CFP®
Aug 31, 20231 min read
Weekly Market & Economic News Recap (Week of August 21, 2023)
Mortgage rates hit 7.23%, highest since 2001. Borrowing costs have risen more than the benchmark Treasury yields they track, pushing up...

Jiayi (Kristy) Xu, MBA, CFP®
Aug 26, 20232 min read
Weekly Market & Economic News Recap (Week of August 14, 2023)
Shoppers boost retail sales for fourth straight month. Consumers spent more in July on food, clothing and online. (Wall Street Journal,...

Jiayi (Kristy) Xu, MBA, CFP®
Aug 19, 20231 min read
Global Wealth Harbor featured on ThinkAdvisor Magazine
I was asked by ThinkAdvisor Magazine to share my thoughts on what investments average investors should avoid. If you are interested in...

Jiayi (Kristy) Xu, MBA, CFP®
Aug 9, 20231 min read
Weekly Market & Economic News Recap (Week of July 31, 2023)
Europe Returns to timid growth, but bigger headwinds loom. Lower energy bills helped drive expansion in activity, but region faces litany...

Jiayi (Kristy) Xu, MBA, CFP®
Aug 6, 20231 min read
Weekly Market & Economic News Recap (Week of July 24, 2023)
Officials remain concerned about whether wages and price growth can slow enough without an economic downturn (Wall Street Journal, July...

Jiayi (Kristy) Xu, MBA, CFP®
Jul 29, 20232 min read
Weekly Market & Economic News Recap (Week of July 17, 2023)
U.S. companies score partial reprieve from global minimum tax deal. New agreement will delay until 2026 some potential tax increases...

Jiayi (Kristy) Xu, MBA, CFP®
Jul 23, 20231 min read
Weekly Market & Economic News Recap (Week of July 10, 2023)
Inflation eased to 3% in June, slowest pace in more than two years. Fed officials are still likely to raise interest rates when they meet...

Jiayi (Kristy) Xu, MBA, CFP®
Jul 15, 20231 min read
Weekly Market & Economic News Recap (Week of June 26, 2023)
U.S. home prices posted first annual decline since 2012 in April. S&P CoreLogic Case-Shiller National Home Price Index fell 0.2%. (Wall...

Jiayi (Kristy) Xu, MBA, CFP®
Jul 1, 20232 min read
Global Wealth Harbor featured on Financial Planning Magazine
I shared my thoughts with Financial Planning Magazine about the FIRE (Financial Independence, Retire Early) movements. For those who are...

Jiayi (Kristy) Xu, MBA, CFP®
Jun 29, 20231 min read
Weekly Market & Economic News Recap (Week of June 19, 2023)
Money-market funds are placing less cash in a Federal Reserve borrowing program, a sign that efforts to replenish government coffers...

Jiayi (Kristy) Xu, MBA, CFP®
Jun 24, 20232 min read
Global Wealth Harbor featured on ThinkAdvisor Magazine
I shared my thoughts with ThinkAdvisor magazine about the current market. If you are interested in reading the entire article, please use...

Jiayi (Kristy) Xu, MBA, CFP®
Jun 23, 20231 min read
Weekly Market & Economic News Recap (Week of June 12, 2023)
Federal Reserve officials’ concerns about stubbornly high inflation could lead them to signal that they are prepared to lift interest...

Jiayi (Kristy) Xu, MBA, CFP®
Jun 17, 20232 min read
Weekly Market & Economic News Recap (Week of June 5, 2023)
World Bank brightens view of global growth this year, downgrades 2024. Bank warns of risks to poorer nations from rising interest rates....

Jiayi (Kristy) Xu, MBA, CFP®
Jun 10, 20232 min read
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