Why The Smiths would make the ideal Ovation client
Three Steps To Heaven
This post is about how we, at Ovation, create a financial plan with a client that truly identifies a chosen future, plans how to get there and monitors the progress along the way.
“I don’t like it Sarge, it’s too quiet” —–
Taking a look at hoe recent political situations effect the market and investments. Gazing into the Brexit crystal ball and looking at strategies for investors as the deadline ticks closer.
Clarity and Security For Those We Leave Behind
One of the five core elements to achieving financial wellbeing is to know that our loved ones will be looked after if something were to happen to us. This might take the form of writing a will, having conversations within the family, or perhaps just making sure the partner knows how to operate the central … Continued
A new way of assessing attitudes to risk
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
When is the best time to make a financial plan?
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
Hocus POTUS: The Magic of Markets
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.
Divorce and Separation
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.
Family Business Charters – Make One Work For You
This post follows up the previous blog from David Emanuel, Head of Family Business at Veale Wasborough Vizards, suggesting how a Family Business Charter could help you run your Family owned business more successfully and enjoyably.
