With the new year around the corner, as part of the continuous effort of adding value to our clients, I would like to introduce a few new...

I was asked by ThinkAdvisor journalist how to help clients make decision on what to do when a client’s CDs and bonds mature. Below is my...

I was asked by a Bloomberg Wealth reporter about my opinion on “What should a parent do if supporting their adult children is threatening...

As Mint is no longer available in 2024, I heard from a few clients that they are looking for an alternative budgeting tool and here my...

February Recap and March Outlook As you may notice from the title, Global Wealth Harbor now started to post monthly market review instead...

I was asked by ThinkAdvisor journalist whether it is time to sell the U.S. tech behemoth the “Magnificent 7”. If you are interested in my...

Starting February this year, we are adding new office locations for in-person meetings for our Bay Area clients and prospective clients!...

Blue-Chip spreads rally as investors bet Fed is done hiking. Blue-chip spreads tighten to the lowest since February 2022. The average...

US Producer Prices decline by most since April 2020 on gasoline. Prices paid to producers sank 0.5% in October, core unchanged. Decline...

Stocks extended their November rally amid a surge in tech giants, a relatively calm session for bonds and no major surprises from Federal...

Fed pause helps treasury yields retreat and stocks climb. Gains accelerate after Jerome Powell says financial conditions have tightened....

Fed’s Logan says higher yields allow more time to watch economy. Inflation is still too high despite welcome progress, she says. Dallas...

I was asked to share my thoughts with InvestmentNews magazine on BlackRock’s offer of retirement-date ETFs for investors saving outside...

Higher bond yields likely to extend Fed rate pause. Officials are signaling that a run-up in long-term interest rates might substitute...

US stock benchmarks rebounded after a tense week while the retreat in Treasuries extended as Wall Street debated the odds the Federal...

Big tech weighs on stock market after Fed pause. Wall Street is finally buckling in for a longer ride with higher borrowing costs. (Wall...

Fiscal policy risk is more likely to drive up US bond yields than further tightening from the Federal Reserve, said the central bank’s...

Inflation, Interest-Rate Worries Drag Stocks Downward. Treasurys and big tech shares drop after hot economic data. (Wall Street Journal,...

I shared my thoughts with the Financial Planning Magazine about how a retiree could invest in helping protect the planet. If you are...

Mortgage rates hit 7.23%, highest since 2001. Borrowing costs have risen more than the benchmark Treasury yields they track, pushing up...