Worth 1,000 Words
Q1 | March 2023
Topic: Human Interest
March 29, 2023
Image used with permission: Frank Cotham, The Cartoon Bank/The New Yorker Collection
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Q1 | March 2023
A little humour makes the world a better place.
A regular feature in Nexus Notes is the inclusion of a topical and insightful editorial cartoon. While some may address more serious or controversial issues, we particularly delight in amusing reflections on our current society. We hope you enjoy.
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CRM2: The Nexus Approach to our CRM2 Reports
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With changing securities regulations coming into effect, investment firms are now required to provide individual investors with specific additional in
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Charitable Giving Made Easier
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Foundations & Endowments
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Giving to charities and supporting our community are important to us at Nexus. We donate a portion of our management fees back to the charities and
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To Insure Promptitude
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Human Interest
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Historically, tips were a monetary translation of either “thank you” or “sorry”.
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Drowning in Liquidity and Greasing Growth Stocks
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Investments
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Now, we find ourselves in “unusual” economic circumstances and an atypical equity market – maybe we live in interesting times?
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The Joy of Doing Nothing Together!
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Pearls of Wisdom
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Life seems to be a never-ending balancing act, doesn't it?
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You May Have a Trust and Not Even Know It
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There is a significant change this tax season as additional reporting requirements have been introduced for trusts and bare trusts.
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The Case for An Annual Family Roundtable
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Wealth Planning
Excerpt:
Not long after I joined Nexus, Bill Berghuis imparted some good advice that has stuck with me
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On a Side Note…
See another Foundations & Endowments Nexus Notes Quarterly article that may be of interest to you.
Charitable Giving Made Easier
Topic:
Foundations & Endowments
Excerpt:
Giving to charities and supporting our community are important to us at Nexus. We donate a portion of our management fees back to the charities and
On a Side Note…
See another Human Interest Nexus Notes Quarterly article that may be of interest to you.
Worth 1,000 Words
Topic:
Human Interest
Excerpt:
A little humour makes the world a better place.
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See another Inside Nexus Nexus Notes Quarterly article that may be of interest to you.
Where Have All the Boutiques Gone?
Topic:
Inside Nexus
Excerpt:
Many small, once independently managed, firms have fallen into the clutches of larger organizations such as banks, institutional money managers and
On a Side Note…
See another Investments Nexus Notes Quarterly article that may be of interest to you.
Drowning in Liquidity and Greasing Growth Stocks
Topic:
Investments
Excerpt:
Now, we find ourselves in “unusual” economic circumstances and an atypical equity market – maybe we live in interesting times?
On a Side Note…
See another Pearls of Wisdom Nexus Notes Quarterly article that may be of interest to you.
The Joy of Doing Nothing Together!
Topic:
Pearls of Wisdom
Excerpt:
Life seems to be a never-ending balancing act, doesn't it?
On a Side Note…
See another Tax Planning Nexus Notes Quarterly article that may be of interest to you.
You May Have a Trust and Not Even Know It
Topic:
Tax Planning
Excerpt:
There is a significant change this tax season as additional reporting requirements have been introduced for trusts and bare trusts.
On a Side Note…
See another Wealth Planning Nexus Notes Quarterly article that may be of interest to you.
The Case for An Annual Family Roundtable
Topic:
Wealth Planning
Excerpt:
Not long after I joined Nexus, Bill Berghuis imparted some good advice that has stuck with me