New Tech Help To Manage Your Retirement And Investments: Andes Wealth in Forbes

Andes Wealth was recently featured in Forbes in an article by Richard Eisenberg. Some highlights:

• • “With the tagline ‘Where Behavioral Finance Meets Analytics’, the company’s Real-Time Risk Monitor lets financial advisers visualize and communicate investment risk for clients; its Risk Tolerance Test and behavioral surveys help clients understand how much investment risk they can tolerate, and its Cognitive Ability Test lets advisers know if their clients are having cognitive issues that could impede their ability to make wise personal finance decisions.”
  • “Helen Yang, Andes Wealth Management’s founder and CEO, said her service uses investment personas for each client based on MIT research.”
  • “We are at the end of a bull market,” Yang warned, adding, “The relationship between risk and return varies over time and you have to stay on top of it.”