Blog
Our blog is where you’ll find posts about investing, tax and financial planning tips, markets and other world and life events in a way that you’ll actually enjoy reading!
The Hidden Costs of Divorce: What Couples Don’t Budget For
Topic:
Wealth Planning
Excerpt:
“I’m getting a divorce.” The words alone evoke an emotional reaction: perhaps sad, or relieved, angry, reflective, even numb. But along with the
The Rare Privilege of Compounding
Topic:
Investments
Excerpt:
A recent conversation with my son about his Classical Civilizations course left me at a bit of a loss for words. How do you articulate the scale of
Investing While the Stock Market Rockets Upward
Topic:
Investments
Excerpt:
The level of the stock market typically reflects a combination of corporate earnings, economic prospects, and risk over time. Lately a disconnect has
Flying on Autopilot: Index Funds Aren’t as Passive or Diversified as You Think
Topic:
Investments
Excerpt:
When you buy an index fund, you think you’re buying two things: diversification and a hands-off, passive investment. A little bit of everything,
The Financial Planning Lesson Hidden Inside Belle Burden’s New York Times Bestselling Novel, Strangers
Topic:
Wealth Planning
Excerpt:
After seeing countless Instagram posts, hearing friends talk about it at many gatherings, and receiving more than a few recommendations, I finally
Why Scary Headlines and Strong Returns Can Coexist – and What Your Brain Gets Wrong About Both
Topic:
Investments
Excerpt:
The positive feedback from clients after seeing their first quarter returns was remarkable. Reactions like that could only come from a pleasant
Growing Our Expertise: Welcoming Matt Macdonald to the Team
Topic:
Inside Nexus
Excerpt:
At Nexus, our ability to deliver an exceptional client experience for our private clients and non-profit partners is rooted in the caliber of our
Be Careful of “Gamifying” Your Investments
Topic:
Investments
Excerpt:
Are you counting your steps each day? Do you know what your “sleep score” was last night? Remarkable advancements in technology over the last 15-20
The Spandex Rule of Investing: Why “Alternative” Investments Aren’t for Everyone
Topic:
Investments
Excerpt:
“Just because you can get into it, doesn’t mean you should.” This is the so-called Spandex Rule. It evokes a very particular mental image – much like
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
