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Nexus Notes Quarterly

At Nexus, we take great care in producing thoughtful, quality and relevant content. We write about our views on investing and wealth planning, current events, updates on financial planning strategies (including estate and tax planning), and firm news.

Nexus Notes Quarterly

View All Nexus Notes Quarterly

Q3 | October 2025

Q3 | October 2025

Simplicity: The Unsung Hero

Alternative investments, or “private assets”, like private equity, hedge funds, real estate, and infrastructure, have gained in popularity among

Start Early: Smart Money Moves for the Next Generation of Investors

Dianne C. White

In July, we hosted an event for the next generation of Nexus investors. The purpose of the event was to start the conversation about money, provide an

For Those in Peril on the Sea: Income vs. Capital

R. Denys Calvin

When it comes to investing, a blinkered focus on income, especially when animated by a requirement to generate an unnaturally high level of income,

The Hand-Off: Smart Ways to Pass on Your Wealth to the Next Generation

Over the years, we’ve helped many clients navigate the wealth planning process. What often feels like the finish line - a completed wealth plan - is

Estate Planning: Considerations for Executors

Ashleigh Oucharek

When a loved one passes away, it can feel overwhelming to navigate the responsibilities that come with settling their estate.

Wealth transfer, executor tips, simple investing, income vs capital… and more.

Blog

Navigating the AI Exuberance Without Losing Our Bearings

November 28, 2025

Navigating the AI Exuberance Without Losing Our Bearings

Author Name And Credentials:

Harsh Narsinghani

Topic:

Investments

Excerpt:

Artificial Intelligence (AI) promises to be one of the most significant technological advancements of our time, with potential to reshape industries

Simplicity: The Unsung Hero

November 12, 2025

Simplicity: The Unsung Hero

Author Name And Credentials:

Devin Crago

Topic:

Investments

Excerpt:

Alternative investments, or “private assets”, like private equity, hedge funds, real estate, and infrastructure, have gained in popularity among