For many years now we at Ovation have been uncomfortable with traditional ways of assessing a person’s attitude to risk. Ten questions Some of the deficiencies were obvious to us. One example is the use of set questions such as ‘How would you feel if markets went down by 20%’. These can be pretty blunt … Continued
I do like a good proverb. The best are initially counter intuitive, and yet reveal their wisdom after a few moments consideration. Take this nugget, for example: Always do your marketing when you are busy. That seems daft on first reading. I can’t do my marketing when I’m busy, because I’m busy! And yet the … Continued
This time last year I was trying to put together a communication entitled “Let’s not be frightened of bears”.
It was written partly in response to a somewhat cavalier warning from a well-known financial institution that investors should sell all their equities and invest in bonds; admittedly the article worked the metaphor quite hard, but it also contained a serious message about holding one’s nerve during the bear market* we were experiencing at the time.
The New Year often brings new beginnings. For divorce lawyers, there is often a surge in divorce enquiries as a result of spouses planning to break up following the Christmas holidays. Statistically one in five married couples consider separating from their partners after the festive period.
It’s no secret that there is a shortage of new blood in our industry. The average age of a Financial Planner in the UK is 58, compared with 44 for Barristers and 39 for Doctors. Imagine, then, our delight when one August morning in 2015 we found ourselves interviewing Tom Morris…
As has been mentioned on the podcasts, a few year ago I purchased an impulse canoe.
When I was aged 13 I and two friends asked our respective parents for a canoe for Christmas. We would take them to the river in the Somerset village in which I grew up. We never did any ‘proper’ canoeing, just pootle around in a particularly wide part below a weir while other friends swam
One of our advisers overheard a telephone call recently where a longstanding client said “Oh, you do life assurance too?” It came as a bit of a surprise to us that they didn’t know, so we thought it would be a good time to remind you of all the things Ovation is able to do.