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Weekly Market & Economic News Recap (Week of March 13, 2023)
Economy shows signs of cooling as bank troubles spread. ​​​A drop in retail sales and easing price pressures in February offered...

Jiayi (Kristy) Xu, MBA, CFP®
Mar 18, 20232 min read
Weekly Market & Economic News Recap (Week of March 6, 2023)
The American manufacturing sector is starting to show signs of weakness after two years of strong growth, as higher interest rates and a...

Jiayi (Kristy) Xu, MBA, CFP®
Mar 11, 20233 min read
Global Wealth Harbor featured in Financial Planning Magazine
I contributed my opinion to the Financial Planning Magazine "Ask an Advisor" column, the advice column where financial professionals...

Jiayi (Kristy) Xu, MBA, CFP®
Mar 11, 20231 min read
Weekly Market & Economic News Recap (Week of February 27, 2023)
U.S. stock indexes dropped Tuesday in a relatively quiet session, ending a down month on a disappointing note.The Dow Jones Industrial...

Jiayi (Kristy) Xu, MBA, CFP®
Mar 4, 20233 min read
Financial Planning Webinar (for Google CGN Event)
I was invited to Google’s CGN event on Friday to give a financial planning webinar. The webinar introduced the subject areas of financial...

Jiayi (Kristy) Xu, MBA, CFP®
Feb 26, 20231 min read
Global Wealth Harbor featured in InvestmentNews
I shared my thoughts on bond laddering strategy on InvestmentNews. Please click here to read the full article. If you would like to...

Jiayi (Kristy) Xu, MBA, CFP®
Feb 25, 20231 min read
Global Wealth Harbor featured in Bloomberg
I shared my thoughts on tax mistakes investors should avoid on Bloomberg. Please click here to read the full article. If you would like...

Jiayi (Kristy) Xu, MBA, CFP®
Feb 25, 20231 min read
Weekly Market & Economic News Recap (Week of February 20, 2023)
Two separate inflation readings released last week showed both consumer prices and producer prices rose more than economists had expected...

Jiayi (Kristy) Xu, MBA, CFP®
Feb 25, 20232 min read
Weekly Market & Economic News Recap (Week of February 13, 2023)
US stocks closed higher and Treasuries slid as investors picked through another batch of solid economic data to find different takeaways,...

Jiayi (Kristy) Xu, MBA, CFP®
Feb 18, 20232 min read
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...

Jiayi (Kristy) Xu, MBA, CFP®
Feb 16, 20231 min read
Global Wealth Harbor featured in Yahoo Finance
My experiences and thoughts on how climate change can impact personal finance were shared on Yahoo Finance. Click here to read the full...

Jiayi (Kristy) Xu, MBA, CFP®
Feb 15, 20231 min read
Tax Filing Pitfalls that Foreign Property Sellers Should Know
The cooling U.S. housing market makes U.S. real estate more attractive for foreign cash buyers. Sometimes it only takes foreign cash...

Jiayi (Kristy) Xu, MBA, CFP®
Feb 14, 20234 min read
Weekly Market & Economic Recap (Week of February 6, 2023)
The U.S. posted its largest trade deficit on record last year, as global demand weakened amid high inflation, climbing interest rates,...

Jiayi (Kristy) Xu, MBA, CFP®
Feb 11, 20233 min read
Weekly Market & Economic Recap (Week of January 30, 2023)
U.S. stocks jumped Wednesday, erasing earlier losses, after the Federal Reserve said it had approved raising interest rates by a quarter...

Jiayi (Kristy) Xu, MBA, CFP®
Feb 4, 20232 min read
How to think about your RSUs after the stock price fell?
How to handle your RSUs may not be a concern for the past decade when the stock prices in the industry were almost always increasing. Now...

Jiayi (Kristy) Xu, MBA, CFP®
Jan 30, 20233 min read
Weekly Market & Economic Recap (Week of January 23, 2023)
Companies’ hiring plans suggest that the economy remains robust for now. Total labour supply (people who have or are seeking jobs) is...

Jiayi (Kristy) Xu, MBA, CFP®
Jan 28, 20232 min read
Global Wealth Harbor featured in Investor's Business Daily
I was asked by Investor's Business Daily to share my thoughts on financial planning during the current real estate market dip. To read...

Jiayi (Kristy) Xu, MBA, CFP®
Jan 27, 20231 min read
Weekly Market & Economic Recap (Week of January 16, 2023)
Retail spending fell in December at the sharpest pace of 2022, marking a dismal end to the holiday shopping season as rising interest...

Jiayi (Kristy) Xu, MBA, CFP®
Jan 21, 20232 min read
Tax Credits that you may qualify for by being Energy Efficient
The recent Tesla price cut had brought much attention to the tax credits for clean energy. Below are some of the energy incentive tax...

Jiayi (Kristy) Xu, MBA, CFP®
Jan 16, 20234 min read
Weekly Market & Economic Recap (Week of January 9, 2023)
The World Bank sharply reduced its forecast of world economic growth this year, to 1.7%, which would be the third-weakest pace in nearly...

Jiayi (Kristy) Xu, MBA, CFP®
Jan 14, 20233 min read
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