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

Nexus and the ESG Integration Approach

Nexus and the ESG Integration Approach

Topic:
Investments
Excerpt:
At Nexus, we think Environmental, Social and Corporate Governance (ESG) considerations are a helpful input to our investment decision-making process.
The Money Tree: A Twenty-Year Nexus Testimonial

The Money Tree: A Twenty-Year Nexus Testimonial

Topic:
Investments
Excerpt:
In 2001, a then twenty-year veteran of the Bay St. investment industry who had received a pretty healthy post-“tech boom”, pre-“tech wreck” bonus,