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.
October 14, 2026
Tax planning has a way of sneaking up on people. By the time you prepare your return in March or April, many of the most meaningful opportunities are no longer available. Many of the best year-end tax moves need to be considered while there is still time to act, which is why the final stretch of the calendar year is...
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...
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