Blog Posts

Jiayi (Kristy) Xu, MBA, CFP®

Aug 19, 20231 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 9, 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 6, 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®

Jul 29, 20232 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 23, 20231 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 15, 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 1, 20232 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®

Jun 29, 20231 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 24, 20232 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 23, 20231 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 17, 20232 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 10, 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 4, 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®

May 27, 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...

Global Wealth Harbor is now adding a new category of advisory service!

Jiayi (Kristy) Xu, MBA, CFP®

May 26, 20231 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 24, 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 20, 20232 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 19, 20231 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 12, 20232 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 7, 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...