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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

Simplicity: The Unsung Hero

Simplicity: The Unsung Hero

Topic:
Investments
Excerpt:
Alternative investments, or “private assets”, like private equity, hedge funds, real estate, and infrastructure, have gained in popularity among
Estate Planning: Considerations for Executors

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.