Financial Advisors

Using Banking or Financial Applications on your Mobile (Part I: Is it for Me?)

sophie — Wed, 10 Feb 2010 09:13:57 -0600

Mobile banking has come a long way since we could start getting information on latest financial rates at the touch of our "send" button. In developing parts of the world, cell-phone banking gave people living in rural areas a chance to access banks, what they were previously not privy to. They could pay bills, send remittances and even conduct savings and withdrawal transactions. [read the full article...]

February's Question of the Month

sophie — Thu, 04 Feb 2010 00:00:00 -0600

We live in exciting times.

These days, technology has greatly narrowed the gap between physical distances to bring us greater convenience to everyday tasks. This issue, Qotion shifts our attention towards mobile applications, especially those that help keep you abreast of financial information, make calculated decisions and perform transactions, all at the convenience of your mobile phone.

[read the full article...]

Troubleshooting your portfolio

sophie — Wed, 20 Jan 2010 08:56:52 -0600

In last week’s newsletter, we talked about the various steps to plan and track your investment portfolio. Now, let’s assume that most of us reading this do actively manage and assess our portfolios on a regular basis. What should we be watching out for once our investment goals are set and investment products purchased? How do we know if we should sit tight or bail when our investments are not going according to plan? [read the full article...]