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!

Is Our Information About You Still Current?

Is Our Information About You Still Current?

Topic:
Inside Nexus
Excerpt:
No doubt you know that scene in the movie where the protagonist jumps into a taxi and shouts “Follow that car!” While it makes for exciting cinema,
ESG

The Imperfect Art of ESG

Topic:
Investments
Excerpt:
In addition to the devastation, the senseless war in Ukraine has revealed some awkward facts about the composition of some Environmental, Social and
A Balanced Approach – A Good Choice for Troubling Times and All Time

A Balanced Approach – A Good Choice for Troubling Times and All Time

Topic:
Investments
Excerpt:
Mercifully, there have only been a handful of occasions in my adult life when I have repetitively awoken to the task of discovering what sorts of
Saving in my Professional Corporation – It’s a Great Idea!

Saving in my Professional Corporation – It’s a Great Idea!

Topic:
Tax Planning
Excerpt:
The ability for professionals in Canada to incorporate their practice has existed for some time. Doctors, dentists, lawyers, accountants, and other
The Case for Openness – An Open and Shut Case?

The Case for Openness – An Open and Shut Case?

Topic:
Human Interest
Excerpt:
From time immemorial, mankind has been open. Open to new ideas, open to trade, and open to migration – the three critical ingredients for progress.
Vector of light bulbs on green background.

The Rational Optimist

Topic:
Investments
Excerpt:
This note takes its title from the 2010 book by Matt Ridley.
Walking Through Time: The History of Nexus

Walking Through Time: The History of Nexus

Topic:
Inside Nexus
Excerpt:
Bob Topp’s death last month triggered my memory “replay” button, likely as it did for many of us, whether as a long-time Nexus client, employee, or
Donor Advised Funds: An Overview

Donor Advised Funds: An Overview

Topic:
Foundations & Endowments
Excerpt:
As we approach the end of the calendar year, taxes and charitable giving inevitably surface as ”things to do” in peoples’ minds. Here, we’d like to
Q&A From Our Quarterly Investment Review

Q&A From Our Quarterly Investment Review

Topic:
Investments
Excerpt:
Your Nexus investment team participates in many meetings where a company’s CEO or CFO presents to a group of investors. These meetings often have a
Increasing the Charitable Disbursement Quota – Well Meaning, but Wrong

Increasing the Charitable Disbursement Quota – Well Meaning, but Wrong

Topic:
Foundations & Endowments
Excerpt:
Most Canadians have probably been focused on the recent Federal election. So, it wouldn’t be surprising if some missed an important consultation that