Jiayi (Kristy) Xu, MBA, CFP®
Global Wealth Harbor featured on InvestmentNews Magazine
I was asked to share my thoughts with InvestmentNews magazine on BlackRock’s offer of retirement-date ETFs for investors saving outside...
top of page
Blog Posts
Search
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®
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 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®
Aug 8, 202210 min read
What else can contribute to your financial success other than your investment portfolio?
When most people are first beginning to think deeply about their finances, they tend to focus on their investment portfolios to the...
bottom of page