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  • Writer's pictureJiayi (Kristy) Xu, MBA, CFP®

Weekly Market & Economic Recap (Week of January 2, 2023)

If you are wondering how to incorporate market and economy updates into managing your investment portfolio but are new to my firm, book a FREE introductory meeting with me at to get started!


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New Office Locations for In-Person Meetings

Starting February this year, we are adding new office locations for in-person meetings for our Bay Area clients and prospective clients! When you book your introductory meeting or review meeting on ou

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