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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

The Financial Planning Lesson Hidden Inside Belle Burden's New York Times Bestselling Novel, Strangers

The Financial Planning Lesson Hidden Inside Belle Burden’s New York Times Bestselling Novel, Strangers

Topic:
Wealth Planning
Excerpt:
After seeing countless Instagram posts, hearing friends talk about it at many gatherings, and receiving more than a few recommendations, I finally
Why Scary Headlines and Strong Returns Can Coexist - and What Your Brain Gets Wrong About Both

Why Scary Headlines and Strong Returns Can Coexist – and What Your Brain Gets Wrong About Both

Topic:
Investments
Excerpt:
The positive feedback from clients after seeing their first quarter returns was remarkable. Reactions like that could only come from a pleasant