Andes Logo

Thought Leadership

4D Risk Framework for Smarter Financial Planning

2025-01-22T14:27:52-05:00

Helen Yang published an article in Advisor Perspectives on September 13, 2022, that explores the intricacies of building a comprehensive risk tolerance assessment tool. Authored by experts in the field, the article emphasizes the need for a nuanced approach that goes beyond the traditional risk tolerance questionnaires.

4D Risk Framework for Smarter Financial Planning2025-01-22T14:27:52-05:00

How Does Bitcoin Mining Work?

2024-08-27T11:38:41-04:00

This article written by Helen Yang in Advisor Perspectives looks into the risk score of Bitcoin. She shows that a risk scale of 0-100 can be achieved by multiplying the volatility by five, in which case the risk score of cash is 0, and equity is 100. Using this scale, the risk score of bitcoin is 400 and TSLA (Tesla) 300. I go on to explain the bitcoin mining process and share a few considerations about investing in bitcoin.

How Does Bitcoin Mining Work?2024-08-27T11:38:41-04:00

Why Should Financial Advisors Use Investment Policy Statements?

2024-09-17T03:41:33-04:00

Helen Yang published an article in Advisor Perspectives on September 13, 2022, that explores the intricacies of building a comprehensive risk tolerance assessment tool. Authored by experts in the field, the article emphasizes the need for a nuanced approach that goes beyond the traditional risk tolerance questionnaires.

Why Should Financial Advisors Use Investment Policy Statements?2024-09-17T03:41:33-04:00

Is Your Risk Assessment SEC Marketing Rule-Compliant?

2024-09-17T03:41:56-04:00

Helen Yang published an article in Advisor Perspectives on September 13, 2022, that explores the intricacies of building a comprehensive risk tolerance assessment tool. Authored by experts in the field, the article emphasizes the need for a nuanced approach that goes beyond the traditional risk tolerance questionnaires.

Is Your Risk Assessment SEC Marketing Rule-Compliant?2024-09-17T03:41:56-04:00

Building the Ultimate Risk Tolerance Assessment

2024-09-17T03:37:29-04:00

Helen Yang published an article in Advisor Perspectives on September 13, 2022, that explores the intricacies of building a comprehensive risk tolerance assessment tool. Authored by experts in the field, the article emphasizes the need for a nuanced approach that goes beyond the traditional risk tolerance questionnaires.

Building the Ultimate Risk Tolerance Assessment2024-09-17T03:37:29-04:00

Why Aren’t There More female FinTech Leaders Onstage?

2024-09-17T06:20:41-04:00

CEO Helen Yang published an article in Think Advisor about how outdated stereotypes and gendered expectations are still keeping women from reaching their full career potential. Women are not encouraged to pursue careers in finance and technology because the perception that women aren't as smart as men persists. Women do not want these extra barriers, but they also don’t want to be patronized or used as window dressing.

Why Aren’t There More female FinTech Leaders Onstage?2024-09-17T06:20:41-04:00

How to Derive a Risk Score of 0-100?

2024-10-21T11:04:21-04:00

This article written by Helen Yang in Advisor Perspectives looks into the risk score of Bitcoin. She shows that a risk scale of 0-100 can be achieved by multiplying the volatility by five, in which case the risk score of cash is 0, and equity is 100. Using this scale, the risk score of bitcoin is 400 and TSLA (Tesla) 300. I go on to explain the bitcoin mining process and share a few considerations about investing in bitcoin.

How to Derive a Risk Score of 0-100?2024-10-21T11:04:21-04:00
Go to Top