Thought Leadership

Building the Ultimate Risk Tolerance Assessment

2024-05-06T13:11:09-04:00

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 Assessment2024-05-06T13:11:09-04:00

Why aren’t there more female FinTech leaders onstage?

2024-04-30T18:34:42-04:00

CEO Helen Yang published an article in Think Advisor about how outdated stereotypes and gendered expectations are still keeping women from reaching their full career potential.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?2024-04-30T18:34:42-04:00

How Risky is Bitcoin?

2024-05-08T11:12:04-04:00

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 Risky is Bitcoin?2024-05-08T11:12:04-04:00
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