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.
Q4 | December 2023
Quarter 4 | December 2023
Planning for long-term care; a feature on FHSAs; the benefits of a boutique... and more
Drowning in Liquidity and Greasing Growth Stocks
Topic:
Investments
Excerpt:
Now, we find ourselves in “unusual” economic circumstances and an atypical equity market – maybe we live in interesting times?
The Case for An Annual Family Roundtable
Topic:
Wealth Planning
Excerpt:
Not long after I joined Nexus, Bill Berghuis imparted some good advice that has stuck with me