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!

Gratitude

Gratitude

Topic:
Inside Nexus
Excerpt:
Gratitude (noun): The quality of being thankful or feeling grateful.
Financial Literacy Month

Financial Literacy Month

Topic:
Wealth Planning
Excerpt:
Did You Know November Was Financial Literacy Month?
CRM2: Measuring Your Returns, The Right Way

CRM2: Measuring Your Returns, The Right Way

Topic:
CRM2
Excerpt:
What’s the right way to determine the greatest baseball pitcher of all time?
CRM2: Delivering Value in the Nexus Fee Structure

CRM2: Delivering Value in the Nexus Fee Structure

Topic:
CRM2
Excerpt:
This article is the second in our series addressing the implementation of CRM2 regulations by investment dealers and investment managers, and will
Is Healthy Eating Just For The Rich?

Is Healthy Eating Just For The Rich?

Topic:
Pearls of Wisdom
Excerpt:
Such is the title of an interesting research piece published by U.S. investment dealer, Sanford Bernstein, over the summer. Bernstein analyst, Alexia
In Case of Emergency, Break Glass

In Case of Emergency, Break Glass

Topic:
Wealth Planning
Excerpt:
A few weeks ago I stumbled across a snippet on the web about an unusual wedding gift. It arrived from the bride’s great aunt with instructions not to
CRM2: Cutting Through the Complexity

CRM2: Cutting Through the Complexity

Topic:
CRM2
Excerpt:
An introduction to our CRM2 series
In Search of Simplicity

In Search of Simplicity

Topic:
Investments
Excerpt:
If you’ve watched any home renovation or lifestyle channels lately, you may have come across any one of a plethora of shows which follow homebuyers
The Advantages of a Professional Corporation

The Advantages of a Professional Corporation

Topic:
Wealth Planning
Excerpt:
One of the benefits of a career that allows an individual to establish a Professional Corporation (PC) is the tax advantages that come along with it.
D&O Insurance . . . Are You Covered?

D&O Insurance . . . Are You Covered?

Topic:
Human Interest
Excerpt:
We are lucky at Nexus to have clients that have a wealth of business and life experience. For many in their late 50s and early 60s, their careers