Worth 1,000 Words
Q1 | March 2021
Topic: Human Interest
March 30, 2021
Image used with permission: Ali Solomon, The Cartoon Bank/The New Yorker Collection
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Q1 | March 2021
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
Topic:
CRM2
Excerpt:
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
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
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The Case for Openness – An Open and Shut Case?
Topic:
Human Interest
Excerpt:
From time immemorial, mankind has been open. Open to new ideas, open to trade, and open to migration – the three critical ingredients for progress.
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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?
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“Work, Work, Work, Work, Work, Work”
Topic:
Pearls of Wisdom
Excerpt:
This has been a busy year. I’ve had lots happening on the home front (a wedding!) and lots going on at the office (too long to list!) Managing work
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Capital Gains, Charitable Acts, and the New Alternative Minimum Tax
Topic:
Tax Planning
Excerpt:
If you regularly make charitable donations or perhaps sit on the board of a charitable organization, you might be wondering what all the hubbub
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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
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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
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From Vineyards to Portfolios: Cultivating Long-Term Wealth
Topic:
Investments
Excerpt:
My wife and I have been stymied so far this summer in getting to the Niagara region for our annual weekend of cycling through the vineyards and
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Pearls of Wisdom
Topic:
Pearls of Wisdom
Excerpt:
Reading is one of the principal occupations in our profession. As we digest a wide range of material, interesting ideas and surprising facts – some
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See another Tax Planning Nexus Notes Quarterly article that may be of interest to you.
Capital Gains, Charitable Acts, and the New Alternative Minimum Tax
Topic:
Tax Planning
Excerpt:
If you regularly make charitable donations or perhaps sit on the board of a charitable organization, you might be wondering what all the hubbub
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From The Editor: No Time Like the Present
Topic:
Wealth Planning
Excerpt:
I recently heard one of my favourite quotes about planning. It can come in various versions, but to paraphrase, ‘The best time to start planning was