Precision Risk and Behavior Platform for Financial Advisors
In weather forecast, the barometer measures the pressure of the atmosphere, with the high pressure bringing in plenty of sunshine and the low-pressure clouds and rain. Is there a barometer for the financial markets? Actually, there is. It is
I recently went to Wealthfront.com, a leading robo-advisor, and filled out a questionnaire. According to Wealthfront, my risk tolerance score is 7.5 (out of 10), and my asset allocation should be the following: Sounds great, right? But how do I
General Guideline Save early and invest early. Compounding is more powerful than you think. And yes, that means maximizing your retirement contributions (401K, Roth IRA etc.) as soon as you can. For the vast majority of investors, passive index ETFs
Warren Buffet, Fidelity, and Vanguard all tell you to buy and hold because, in the long run, stocks outperform bonds. “But wait a minute, wouldn’t it make sense to get out during market turmoil and get back in?” You are not alone
By J. Helen Yang, CFA Greetings! This is Helen Yang, Co-Founder and CEO of Andes Wealth. After working in the financial industry for 20 years and investing for 20 years mostly as a passive investor, I have learned a few things and
I commuted to Boston for six years when I worked for Thomson Reuters. Sitting in traffic allowed for plenty of time to contemplate the striking parallels between investing and commuting. So every day I faced the following strategic decisions getting from
As an investor, should you think long run? Absolutely. Many of us save towards a house, children’s education and retirement, which require long-term planning. But does it make sense to make your investment decisions based on 30-year averages for risk
Everyone knows Dow Jones Index and S&P 500 Index, but often not VIX. So what is VIX and why is it good to know? The VIX Volatility Index, also known as the “fear index”, is the implied volatility for the S&P 500 index
In this blog, you will find out if you contributed to the biggest drop in the Dow Jones Index in history on Feb 5, 2018, when it dropped 1,175 points, a drop of 4.6%. (Percentage-wise, the biggest drop for Dow
Quiz #1 Suppose you invest $100 in a stock that goes down 50% one day and goes up 50% the next day, how much do you have after two days? A.
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