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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
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
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