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.
Q3 | October 2025
Q3 | October 2025
Wealth transfer, executor tips, simple investing, income vs capital… and more.
Estate Planning: Considerations for Executors
Topic:
Estate Planning
Excerpt:
When a loved one passes away, it can feel overwhelming to navigate the responsibilities that come with settling their estate.
Start Early: Smart Money Moves for the Next Generation of Investors
Topic:
Wealth Planning
Excerpt:
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