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

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

Topic:
Wealth Planning
Excerpt:
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
For Those in Peril on the Sea: Income vs. Capital

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

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