From the Editor: Winter Wonderland versus Winter Blues

Brad Weber, CPA, CA, CFP, Another December has arrived, and with it comes the start of another winter. I have a love-hate relationship with the season that I think many

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Walking Through Time: The History of Nexus

Denys Calvin, CFA, Bob Topp’s death last month triggered my memory “replay” button, likely as it did for many of us, whether as a long-time Nexus client, employee, or

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Donor Advised Funds: An Overview

Alana R. Buckley CPA, CA, CFA, As we approach the end of the calendar year, taxes and charitable giving inevitably surface as ”things to do” in peoples’ minds. Here, we’d like to

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The Rational Optimist

John C.A. Stevenson, CFA, This note takes its title from the 2010 book by Matt Ridley.

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Worth a Thousand Words

Nicole Weiss, A little humour makes the world a better place.

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