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

The Art of Being Wrong: Investing with Humility

The Art of Being Wrong: Investing with Humility

Topic:
Investments
Excerpt:
After 40 years in the investment business, I find myself being wrong just as often as I was in my early days. What’s different now is the realization
Word "Tax" with clock on the office workplace. Business concept.

Your Guide to Nexus Tax Documents

Topic:
Inside Nexus
Excerpt:
As you are getting ready to file your annual taxes or hand off information to your tax preparer, we are providing you with a list of the potential tax