Learn how to take losses quickly and cleanly. Don’t expect to be right all the time. If you have made a mistake, cut your losses as quickly as possible.
September 03, 2026
We’ve gotten a number of questions about Roth IRA conversions recently at Contravisory, and one scenario illustrated the nuance when navigating these planning decisions. We thought we’d share it (anonymized of course) as an example should you be considering similar decisions.
Recently, “John” reached out to get my...
July 29, 2026
I spent much of my career helping families make sense of markets, plan for retirement, and manage wealth thoughtfully.
But some of the most meaningful lessons I ever taught about money didn’t happen in an office.
...
July 06, 2026
Dear Friends,
This weekend marked 250 years since our founding fathers sat down and set the foundation for what would prove to be the greatest country the world has ever known — a society built on the belief that every person has the right to live freely and work toward the future they dream of achieving.
What our forefathers set...
June 16, 2026
This month marks an important milestone in Contravisory’s long-term continuity planning as Liam Noonan has joined the firm. Liam brings experience from Fidelity Investments and Commonwealth Financial Group, and he will be focused on supporting client relationships, enhancing our planning capabilities, and helping us continue to evolve how we...
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