andeswealth

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So far andeswealth has created 36 blog entries.

A Deep Analytic Perspective of the 2022 Market Correction

2023-12-21T10:56:27-05:00

Helen Yang's recent article in Advisor Perspectives walks through how financial advisors can combine behavioral finance and deep analytics to help clients better understand their emotions and tell a compelling, long-term story.  Unlock the strategies to navigate uncertainties and stay ahead in your financial journey with this profound analytic perspective on the 2022 market correction.

A Deep Analytic Perspective of the 2022 Market Correction2023-12-21T10:56:27-05:00

Why aren’t there more female FinTech leaders onstage?

2023-12-21T11:26:09-05:00

CEO Helen Yang published an article in Think Advisor about how outdated stereotypes and gendered expectations are still keeping women from reaching their full career potential.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?2023-12-21T11:26:09-05:00

How Risky is Bitcoin?

2023-12-21T11:02:21-05:00

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 Risky is Bitcoin?2023-12-21T11:02:21-05:00

Seeking Differentiation in Wealth Management: Andes Wealth in Wealth Management 2022 Market Outlook

2023-12-21T12:50:24-05:00

Andes Wealth CEO Helen Yang, CFA, published an article recently in the Wealth Management 2022 Market Outlook entitled "Seeking Differentiation in Wealth Management." To fundamentally transform the traditional cookie-cutter service, we need a new theory, and this theory is the Adaptive Markets Theory. Developed by Dr. Andrew Lo from MIT, the Adaptive Market Theory reconciles behavioral finance with efficient markets.

Seeking Differentiation in Wealth Management: Andes Wealth in Wealth Management 2022 Market Outlook2023-12-21T12:50:24-05:00
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