Worth 1,000 Words
Q2 | July 2023
Topic: Human Interest
July 25, 2023
Image used with permission: Jason Adam Katzenstein, The Cartoon Bank/The New Yorker Collection
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Q2 | July 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
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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To Insure Promptitude
Topic:
Human Interest
Excerpt:
Historically, tips were a monetary translation of either “thank you” or “sorry”.
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Understanding Pride: A Timeless Celebration
Topic:
Inside Nexus
Excerpt:
In today’s world, the concept of Pride has become a celebration embraced by people of all ages and backgrounds.
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Snakes and Ladders
Topic:
Investments
Excerpt:
…. as the newest member of the Nexus investment team, I would like to introduce myself.
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The Joy of Doing Nothing Together!
Topic:
Pearls of Wisdom
Excerpt:
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
Topic:
Tax Planning
Excerpt:
There is a significant change this tax season as additional reporting requirements have been introduced for trusts and bare trusts.
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Conquer Your Middle-Aged Money Worries: Why Now’s the Perfect Time to Plan for Retirement
Topic:
Wealth Planning
Excerpt:
One of the benefits of an exciting life development, like changing jobs, is having an excuse to make the time to catch up with old friends and
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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 a Thousand Words… J24
Topic:
Human Interest
Excerpt:
A little humour makes the world a better place.
On a Side Note…
See another Inside Nexus Nexus Notes Quarterly article that may be of interest to you.
Understanding Pride: A Timeless Celebration
Topic:
Inside Nexus
Excerpt:
In today’s world, the concept of Pride has become a celebration embraced by people of all ages and backgrounds.
On a Side Note…
See another Investments Nexus Notes Quarterly article that may be of interest to you.
Snakes and Ladders
Topic:
Investments
Excerpt:
…. as the newest member of the Nexus investment team, I would like to introduce myself.
On a Side Note…
See another Pearls of Wisdom Nexus Notes Quarterly article that may be of interest to you.
Pearls of Wisdom
Topic:
Pearls of Wisdom
Excerpt:
Reading is one of the principal occupations in our profession..
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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.
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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