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Weekly Market & Economic News Recap (Week of May 29, 2023)
Home prices rose in March for second straight month. Case-Shiller index climbs 0.4% as shortage of homes for sale spurs competition among...

Jiayi (Kristy) Xu, MBA, CFP®
Jun 4, 20232 min read
Weekly Market & Economic News Recap (Week of May 22, 2023)
U.S. growth touches fastest monthly rate in more than a year. S&P Global surveys show American services spending is robust while European...

Jiayi (Kristy) Xu, MBA, CFP®
May 27, 20232 min read


Global Wealth Harbor is now adding a new category of advisory service!
In addition to our investment management service and project-based financial planning service, we now offer access to financial planning...

Jiayi (Kristy) Xu, MBA, CFP®
May 26, 20231 min read
Global Wealth Harbor featured on Investor’s Business Daily
I shared my thoughts with Investor’s Business Daily about whether it is a good idea to use Target Date Funds to save for retirement....

Jiayi (Kristy) Xu, MBA, CFP®
May 24, 20231 min read
Weekly Market & Economic News Recap (Week of May 15, 2023)
Treasury Secretary Janet Yellen again said the U.S. could become unable to pay its bills on time as soon as June 1 if Congress doesn’t...

Jiayi (Kristy) Xu, MBA, CFP®
May 20, 20232 min read
Global Wealth Harbor featured on MarketWatch
I shared my thoughts with MarketWatch about the increase of the HSA annual contribution limit for 2024. HSA is an effective way to save...

Jiayi (Kristy) Xu, MBA, CFP®
May 19, 20231 min read
Weekly Market & Economic News Recap (Week of May 8, 2023)
Home prices fell in more parts of the U.S. than they have in over a decade during the first quarter, when nearly a third of metro areas...

Jiayi (Kristy) Xu, MBA, CFP®
May 12, 20232 min read
Weekly Market & Economic News Recap (Week of May 1, 2023)
The unanimous decision marked the Fed’s 10th consecutive rate increase aimed at battling inflation and brings its benchmark federal-funds...

Jiayi (Kristy) Xu, MBA, CFP®
May 7, 20232 min read
Weekly Market & Economic News Recap (Week of April 24, 2023)
GDP Report Shows Economic Growth Slowed in First Quarter. U.S. gross domestic product rose at an inflation- and seasonally-adjusted 1.1%...

Jiayi (Kristy) Xu, MBA, CFP®
Apr 29, 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 23, 20232 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 20, 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 16, 20231 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 15, 20232 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 14, 20231 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 8, 20232 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 2, 20231 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®
Apr 1, 20232 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 28, 20231 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 25, 20232 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, 20231 min read
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