Insights

Thoughtfulness defines our business.

Nexus Notes Quarterly

Blog

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

Blog

What I Learned From Writing My Will Online

What I Learned From Writing My Will Online

Topic:
Estate Planning
Excerpt:
Working in private wealth management can feel like a type of exposure therapy. Propelled by the experiences of our clients, I have been slowly working
The Most Underrated Investment Tool

The Most Underrated Investment Tool

Topic:
Investments
Excerpt:
A consequence of being closer to the end of my investment career than the beginning, is that I have become more reflective in recent years. I think a